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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2022-08-29 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
2501 Blue Ridge Road Suite 500, Raleigh, NC 27607 • United States
901 East Cary Street Suite 1000, Richmond, VA 23219 • United States
440 Monticello Avenue Suite 2050, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forvis Wealth Advisors Llc | Raleigh | NC | 08/2022 | 05/2024 |
| Greenleaf Trust | Kalamazoo | MI | 11/2018 | 08/2022 |
| Indiana Trust Wealth Management | Muncie | IN | 01/2013 | 10/2018 |
| Forvis Mazars Wealth Advisors Llc | Raleigh | NC | 06/2024 | Present |
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