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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-07
  • OH RA
    APPROVED
    Since 2026-05-07

Branch Locations

2710 Centennial Road, Toledo, OH 43617 • 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
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
  • 02/2015 → 06/2018
    Players Restaurant And Lounge
    Warrensburg, MO
  • 06/2018 → 01/2023
    Fidelity Investments
    Westlake, TX
  • 02/2023 → 05/2024
    Forvis Wealth Advisors Llc
    Fort Worth, TX
  • 06/2024 → Present
    Toledo, OH
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-12-07
Other Names
  • Jessie Elizabeth Martens
  • Jessie Elizabeth Siegler

View on SEC IAPD

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