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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-24 |
| KY | RA | APPROVED | 2026-01-22 |
| MO | RA | APPROVED | 2024-11-20 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
400 Cross Pointe Blvd. Po Box 628, Evansville, IN 47715 • United States
211 N. Broadway Suite 600, St. Louis, MO 63102 • United States
101 South Fifth Street Suite 3800, Louisville, KY 40202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naperville | IL | 07/2016 | 12/2020 |
| Charles Schwab Bank | Naperville | IL | 11/2017 | 12/2020 |
| Bkd Wealth Advisors | Houston | TX | 01/2021 | 05/2022 |
| Forvis Wealth Advisors, Llc | Fort Worth | TX | 06/2022 | 05/2024 |
| Hightower Advisors | Chicago | IL | 05/2024 | 11/2024 |
| Forvis Mazars Wealth Advisors, Llc | St. Louis | MO | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-23 |
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