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Norma Adame Rodriguez

Forvis Mazars Wealth Advisors, LLC

Austin, TX

Springfield, MO

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-18
  • TX RA
    APPROVED
    Since 2025-04-18

Branch Locations

807 Las Cimas Parkway Suite 310, Austin, TX 78764-6191 • United States

910 East St Louis St, Springfield, MO 65806 • 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
Frost Bank San Antonio TX 08/2005 06/2024
Frost Brokerage Services San Antonio TX 05/2017 04/2020
Frost Financial Services San Antonio TX 04/2020 12/2023
Forvis Mazars Wealth Advisors Llc Austin TX 07/2024 Present
  • 08/2005 → 06/2024
    Frost Bank
    San Antonio, TX
  • 05/2017 → 04/2020
    Frost Brokerage Services
    San Antonio, TX
  • 04/2020 → 12/2023
    Frost Financial Services
    San Antonio, TX
  • 07/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Austin, TX
Previous Registrations
Other Businesses

Rental Property - July 2021-Present 6522 Port Elizabeth, Converse, TX 78109

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-18
S63 Uniform Securities Agent State Law Examination 2016-05-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-18
  • S63 Uniform Securities Agent State Law Examination
    2016-05-17
Other Names
  • Norma Adame Rodriguez
  • Norma Adame
  • Norma Rodriguez

View on SEC IAPD

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