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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-09 |
| SC | RA | APPROVED | 2022-06-01 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
525 East Bay Street Suite 100, Charleston, SC 29403 • United States
133 East First North Street Suite 8, Summerville, SC 29483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2014 | 10/2018 |
| Bank Of America, N.A. | Atlanta | GA | 01/2015 | 10/2018 |
| Dhg Wealth Advisors Llc | Charleston | SC | 10/2018 | 05/2022 |
| Forvis Wealth Advisors Llc | Charleston | SC | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Charleston | SC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
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