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William Thompson Sneed

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Raleigh, NC

Jacksonville, FL

Atlanta, GA

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-02-24
FL RA APPROVED 2024-05-29
TX RA APPROVED_RES 2022-06-27
NC RA APPROVED 2022-06-01
  • GA RA
    APPROVED
    Since 2025-02-24
  • FL RA
    APPROVED
    Since 2024-05-29
  • TX RA
    APPROVED_RES
    Since 2022-06-27
  • NC RA
    APPROVED
    Since 2022-06-01

Branch Locations

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

2501 Blue Ridge Road Suite 500, Raleigh, NC 27607 • United States

245 Riverside Ave. Suite 410, Jacksonville, FL 32202 • United States

191 Peachtree Street Ne Suite 2700, Atlanta, GA 30303 • 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
Wealth Advisor Group Llc Asheville NC 09/2006 05/2022
Forvis Wealth Advisors Llc Raleigh NC 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Atlanta GA 06/2024 Present
  • 09/2006 → 05/2022
    Wealth Advisor Group Llc
    Asheville, NC
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Raleigh, NC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Atlanta, GA
Previous Registrations
  • 2017-01-03 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Raleigh, NC
  • 2006-09-29 → 2016-12-31
    Dixon Hughes Goodman Wealth Advisors Llc
    Asheville, NC
  • 2003-05-14 → 2006-09-20
    Wells Fargo Clearing Services, Llc
    Greenville, NC
    Greenville, NC
Other Businesses

1. PRESIDENT OF ALL JESUS MINISTRIES 2. WORK PART TIME AS A NON-COMPENSATED ASSOCIATE OF B&K LAWN CARE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-15
S63 Uniform Securities Agent State Law Examination 1985-06-20
  • S65 Uniform Investment Adviser Law Examination
    2003-04-15
  • S63 Uniform Securities Agent State Law Examination
    1985-06-20
Other Names
  • Wil Sneed
  • Will Sneed
  • Will Sneed

View on SEC IAPD

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Other Offices

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J.P. MORGAN SECURITIES LLC · Springfield, MO
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CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, MO
SANCTUARY ADVISORS, LLC · SPRINGFIELD, MO
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