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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-07 |
Branch Locations
2710 Centennial Road, Toledo, OH 43617 • United States
910 East St Louis St, Springfield, MO 65806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Players Restaurant And Lounge | Warrensburg | MO | 02/2015 | 06/2018 |
| Fidelity Investments | Westlake | TX | 06/2018 | 01/2023 |
| Forvis Wealth Advisors Llc | Fort Worth | TX | 02/2023 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Toledo | OH | 06/2024 | Present |
Door Dash Not Investment Related 116 New Montgomery St, San Francisco, CA 94105 Food Delivery 8-10 hours per week. None during trading hours. Receives orders on app, travels to place of business to pick up order and deliver to customer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
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