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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-14 |
Branch Locations
60 Crossways Park Drive West Suite 301, Woodbury, NY 11797 • United States
135 West 50Th Street, New York City, NY 10020 • United States
910 East St Louis St, Springfield, MO 65806 • United States
200 South Wood Avenue Suite 125, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Wealth Management | Lewisville | TX | 05/2016 | 11/2016 |
| Hd Vest Investment Services | Irving | TX | 11/2016 | 06/2018 |
| Matzen Financial Planning, Llc | Richardson | TX | 04/2018 | 05/2019 |
| Mariner Wealth Advisors | Plano | TX | 05/2019 | 11/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 11/2020 | 01/2025 |
| Avantax Advisory Services | Dallas | TX | 11/2020 | 01/2025 |
| Cetera Adviser Networks Llc | El Segundo | CA | 11/2024 | 01/2025 |
| Hsbc Bank Usa, N.A. | New York | NY | 01/2025 | 12/2025 |
| Hsbc Securities (Usa) Inc | New York | NY | 02/2025 | 12/2025 |
| Forvis Mazars Wealth Advisors, Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-03 |
| S66 | Uniform Combined State Law Examination | 2015-12-30 |
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