Best Investors
Account
Sign in
Best Investors
Account
Sign in
910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-12 |
| SC | RA | APPROVED | 2022-06-01 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
11 Brendan Way Suite 200, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors | Greenville | SC | 05/2016 | 05/2022 |
| Forvis Wealth Advisors Llc | Greenville | SC | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Greenville | SC | 06/2024 | Present |
MICAH Program, Inc is a non-profit that provides financial assistance, lending and education assistance. Sits on advisory board where duties include marketing, investment oversight and sale of securities. Time spent is approx. 1 hour per week and is uncompensated. Relationship start date is 1.29.25.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-02 |
Reach out to this advisor