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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-09
TX RA APPROVED 2023-01-09
MO RA APPROVED 2021-03-20
  • CO RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2023-01-09
  • MO RA
    APPROVED
    Since 2021-03-20

Branch Locations

1201 Walnut Street Suite 1700, Kansas City, MO 64106 • United States

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

1801 California Street Suite 2900, Denver, CO 80202 • United States

One Metropolitan Square 211 N. Broadway Suite 600, St. Louis, MO 63102 • 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
Bkd Wealth Advisors Springfield MO 08/2020 05/2022
Bkd Wealth Advisors Springfield MO 11/2018 08/2020
Missouri State University Springfield MO 08/2016 08/2020
Missouri State University Springfield MO 08/2015 08/2019
Forvis Wealth Advisors, Llc Kansas City MO 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc St. Louis MO 06/2024 Present
  • 08/2020 → 05/2022
    Bkd Wealth Advisors
    Springfield, MO
  • 11/2018 → 08/2020
    Bkd Wealth Advisors
    Springfield, MO
  • 08/2016 → 08/2020
    Missouri State University
    Springfield, MO
  • 08/2015 → 08/2019
    Missouri State University
    Springfield, MO
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Kansas City, MO
  • 06/2024 → Present
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20
Designations

View on SEC IAPD

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