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Springfield, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-17 |
| MO | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Bolivar | MO | 03/2012 | 05/2018 |
| Pitts Homes | Bolivar | MO | 05/2018 | 08/2018 |
| Unemployed | Bolivar | MO | 08/2018 | 11/2018 |
| Hyvee | Springfield | MO | 11/2018 | 07/2019 |
| Bricktown Brewery | Springfield | MO | 07/2019 | 07/2021 |
| Heim, Young & Associates, Inc. | Springfield | MO | 06/2021 | 09/2023 |
| Mercer Global Advisors, Inc. | Denver | CO | 05/2022 | 09/2023 |
| Ozarks Technical Community College | Springfield | MO | 08/2018 | 12/2019 |
| Missouri State University | Springfield | MO | 01/2020 | 07/2021 |
| Forvis Wealth Advisors Llc | Springfield | MO | 09/2023 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Springfield | MO | 06/2024 | 09/2025 |
| Vance Financial Planning, Llc | Springfield | MO | 10/2025 | Present |
| Bullogic Wealth Management | Springfield | MO | 10/2025 | 01/2026 |
| Vance Tax Services, Llc | Springfield | MO | 10/2025 | Present |
1. Vance Tax Services, LLC; non-investment related; 2182 Drake Street, Springfield, MO 65810; Tax Services; Owner; 10/2025; 50 hrs./mo; responsible for client tax return preparation.
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