Best Investors
Account
Sign in
910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-22 |
| NY | RA | APPROVED | 2024-10-16 |
| IN | RA | APPROVED | 2024-01-03 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
1330 Boylston Street Suite 300, Chestnut Hill, MA 02467 • United States
820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204 • United States
111 E Wayne Street Suite 600, Fort Wayne, IN 46802 • United States
135 West 50Th Street, New York, NY 10020 • United States
60 Crossways Park Drive West Suite 301, Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Springfield | MO | 08/2008 | 05/2022 |
| Forvis Wealth Advisors, Llc | Indianapolis | IN | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors, Llc | Indianapolis | IN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-30 |
Reach out to this advisor