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Adrian George Castner Vassallo

Forvis Mazars Wealth Advisors, LLC

Asheville, NC

Springfield, MO

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 2024-02-15
NC RA APPROVED 2022-06-01
  • GA RA
    APPROVED
    Since 2024-02-15
  • NC RA
    APPROVED
    Since 2022-06-01

Branch Locations

One Oak Plaza Suite 300, Asheville, NC 28806 • United States

910 East St Louis St, Springfield, MO 65806 • 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
Dixon Hughes Goodman Wealth Advisors Llc Asheville NC 09/2017 05/2022
Dixon Hughes Goodman Llp Asheville NC 01/2005 09/2017
Forvis Wealth Advisors Llc Asheville NC 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Asheville NC 06/2024 Present
  • 09/2017 → 05/2022
    Dixon Hughes Goodman Wealth Advisors Llc
    Asheville, NC
  • 01/2005 → 09/2017
    Dixon Hughes Goodman Llp
    Asheville, NC
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Asheville, NC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Asheville, NC
Previous Registrations
  • 2017-10-02 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-02
  • S65 Uniform Investment Adviser Law Examination
    2017-10-02

View on SEC IAPD

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Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
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