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Jacob Taylor Durbin

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Cincinnati, OH

Erie, PA

Pittsburgh, PA

Indianapolis, IN

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Current Employers
Forvis Mazars Wealth Advisors, Llc

910 East St Louis St, Springfield, MO 65806 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-10
PA RA APPROVED 2023-01-09
IN RA APPROVED 2022-09-30
  • OH RA
    APPROVED
    Since 2023-01-10
  • PA RA
    APPROVED
    Since 2023-01-09
  • IN RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-15
  • S66 Uniform Combined State Law Examination
    2016-07-15
Designations

View on SEC IAPD

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