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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-08 |
Branch Locations
4350 Congress Street Suite 900, Charlotte, NC 28209 • 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 |
|---|---|---|---|---|
| Forvis Mazars Wealth Advisors, Llc | Indianapolis | IN | 05/2024 | 08/2024 |
| Forvis Mazars Wealth Advisors, Llc | Charlotte | NC | 06/2025 | Present |
| Restoration Harware | Charlotte | NC | 05/2023 | 08/2023 |
| Purdue University | West Lafayette | IN | 08/2021 | 05/2025 |
| Charlotte Christian | Charlotte | NC | 05/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-08 |
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