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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-01-03
MO RA APPROVED 2024-01-03
  • IA RA
    APPROVED
    Since 2024-01-03
  • MO RA
    APPROVED
    Since 2024-01-03

Branch Locations

1201 Walnut Suite 1700, Kansas City, MO 64106 • United States

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

1401 50Th Street Suite 350, West Des Moines, IA 50266 • 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
Bkd Wealth Advisors, Llc Kansas City MO 05/2014 05/2022
Forvis Wealth Advisors, Llc Kansas City MO 06/2022 Present
Forvis Mazars Wealth Advisors Llc Kansas City MO 06/2024 Present
  • 05/2014 → 05/2022
    Bkd Wealth Advisors, Llc
    Kansas City, MO
  • 06/2022 → Present
    Forvis Wealth Advisors, Llc
    Kansas City, MO
  • 06/2024 → Present
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-09
  • S65 Uniform Investment Adviser Law Examination
    2014-12-09

View on SEC IAPD

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