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CRD 6499242
Forvis Mazars Wealth Advisors, LLC CRD 110905
$12.0B regulatory AUM 113 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-10 |
| PA | RA | APPROVED | 2023-01-09 |
| IN | RA | APPROVED | 2022-09-30 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
312 Walnut Street Suite 3000, Cincinnati, OH 45201 • United States
410 Cranberry Street Suite 210, Erie, PA 16507 • United States
30 Isabella Street Suite 107, Pittsburgh, PA 15212 • United States
820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 02/2016 | 09/2022 |
| Charles Schwab Bank | Oklahoma City | OK | 08/2017 | 09/2022 |
| Forvis Wealth Advisors | Oklahoma City | OK | 09/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Indianapolis | IN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-15 |
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