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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-23
  • IL RA
    APPROVED
    Since 2023-01-23

Branch Locations

1901 S. Meyers Road, Suite 500, Oakbrook Terrace, IL 60181-5210 • 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
Forvis Wealth Advisors Chicago IL 07/2022 05/2024
Northwestern Mutual Schaumburg IL 05/2021 07/2022
University Of Nebraska- Lincoln Lincoln NE 08/2018 12/2021
Huntley High School / Marlowe Middle School Huntley IL 01/2012 08/2018
Crossland Literacy West Dundee IL 06/2019 08/2021
National Gift Card Crystal Lake IL 11/2020 01/2022
Forvis Mazars Wealth Advisors Llc Chicago IL 06/2024 Present
  • 07/2022 → 05/2024
    Forvis Wealth Advisors
    Chicago, IL
  • 05/2021 → 07/2022
    Northwestern Mutual
    Schaumburg, IL
  • 08/2018 → 12/2021
    University Of Nebraska- Lincoln
    Lincoln, NE
  • 01/2012 → 08/2018
    Huntley High School / Marlowe Middle School
    Huntley, IL
  • 06/2019 → 08/2021
    Crossland Literacy
    West Dundee, IL
  • 11/2020 → 01/2022
    National Gift Card
    Crystal Lake, IL
  • 06/2024 → Present
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-21
  • S65 Uniform Investment Adviser Law Examination
    2023-01-21
Designations

View on SEC IAPD

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