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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
4717 Grand Ave, Suite 240 , Kansas City, MO 64112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forvis Mazars Wealth Advisors Llc | Houston | TX | 06/2024 | 01/2026 |
| Forvis Wealth Advisors Llc | Houston | TX | 08/2023 | 05/2024 |
| Deloitte & Touche Llp | Houston | TX | 01/2021 | 07/2023 |
| Unemployed | Prairie Village | KS | 06/2020 | 12/2020 |
| Texas A&M University | College Station | TX | 08/2015 | 05/2020 |
| Paula Porsch Wealth Management | Kansas City | MO | 01/2026 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: PAULA PORSCH WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: MARKETING, ADMIN; 2. NAME OF OTHER BUSINESS: SUSAN G. KOMEN; INVESTMENT RELATED: NO; ADDRESS: 13770 NOEL ROAD SUITE 801889, DALLAS, TX 75380 NATURE OF BUSINESS: AWARENESS FOR BREAST CANCER; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: COMMUNITY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: FUNDRAISING AND RAISING AWARENESS FOR BREAST CANCER;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-18 |
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