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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-21 |
| NY | RA | APPROVED | 2025-10-10 |
| NJ | RA | APPROVED | 2025-10-09 |
Branch Locations
135 West 50Th Street, New York City, NY 10020 • United States
910 East St Louis St, Springfield, MO 65806 • United States
200 South Wood Avenue Suite 125, Iselin, NJ 08830 • United States
501 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Roseland | NJ | 05/2014 | 01/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 05/2014 | 01/2019 |
| Unemployed | Fair Haven | NJ | 02/2019 | 06/2019 |
| Leumi Investment Services Inc. | New York | NY | 06/2019 | 04/2022 |
| Valley Financial Management, Inc. | New York | NY | 04/2022 | 09/2025 |
| Valley Wealth Managers, Inc. | New York | NY | 07/2023 | 09/2025 |
| Valley National Bank | New York | NY | 04/2022 | 09/2025 |
| Forvis Mazars Wealth Advisors, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-10 |
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