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Steven Paul Phillips

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Greenville, SC

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-06-01
  • SC RA
    APPROVED
    Since 2022-06-01

Branch Locations

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

11 Brendan Way Suite 200, Greenville, SC 29615 • 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
Dixon Hughes Goodman Wealth Advisors Llc Asheville NC 04/2021 05/2022
Greenleaf Trust Kalamazoo MI 07/2012 04/2021
Forvis Wealth Advisors Llc Greenville SC 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Greenville SC 06/2024 Present
  • 04/2021 → 05/2022
    Dixon Hughes Goodman Wealth Advisors Llc
    Asheville, NC
  • 07/2012 → 04/2021
    Greenleaf Trust
    Kalamazoo, MI
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Greenville, SC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Greenville, SC
Previous Registrations
  • 2021-04-19 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Greenville, SC
Designations
Other Names
  • Steve Paul Phillips
  • Steven Phillips

View on SEC IAPD

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