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Richard Cory Waters Spaulding

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Raleigh, NC

Richmond, VA

Norfolk, VA

CRD 7624473

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Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-09
NC RA APPROVED 2022-08-29
  • VA RA
    APPROVED
    Since 2025-01-09
  • NC RA
    APPROVED
    Since 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

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
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
  • 08/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Raleigh, NC
  • 11/2018 → 08/2022
    Greenleaf Trust
    Kalamazoo, MI
  • 01/2013 → 10/2018
    Indiana Trust Wealth Management
    Muncie, IN
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Raleigh, NC
Designations
  • Certified Financial Planner
Other Names
  • R. Cory Spaulding
  • Cory Spaulding

View on SEC IAPD

Nearby Firms

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FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
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Nearby Investors

TERRY LYNN BLAIR
CHRISTOPHER MICHAEL LEWIS
DOUGLAS RAY BAGWELL

Nearby Offices

DB ADVISORS · SPRINGFIELD, MO
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC · SPRINGFIELD, MO
J.P. MORGAN SECURITIES LLC · Springfield, MO

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