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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
111 Center Street Suite 1600, Little Rock, AR 72201 • United States
910 East St Louis St, Springfield, MO 65806 • United States
777 Main Street Suite 2000, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica | Overland Park | KS | 11/2009 | 08/2017 |
| Diversified Investors Securities Corp. | Overland Park | KS | 11/2009 | 08/2017 |
| Bkd Wealth Advisors | Springfield | MO | 08/2017 | 05/2022 |
| Forvis Wealth Advisors, Llc | Springfield | MO | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Fort Worth | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-09 |
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