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Inactive

Yan Yu

Forvis Mazars Wealth Advisors, LLC

Cincinnati, OH

Springfield, MO

Fort Wayne, IN

Indianapolis, IN

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-21
IN RA APPROVED 2023-01-12
  • OH RA
    APPROVED
    Since 2026-01-21
  • IN RA
    APPROVED
    Since 2023-01-12

Branch Locations

312 Walnut Street Suite 3000, Cincinnati, OH 45201 • United States

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

111 E Wayne Street Suite 600, Fort Wayne, IN 46802 • United States

820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204 • 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
Western Southern Life Columbus IN 06/2017 07/2018
W&S Brokerage Services Cincinnati OH 11/2017 07/2018
Texas Tech University Lubbok TX 08/2014 12/2016
Unemployed Columbus IN 12/2016 06/2017
Forvis Wealth Advisors Llc Indianapolis IN 01/2023 05/2024
Fifth Third Bank Indianapolis IN 03/2022 12/2022
Unemployed Indianapolis IN 08/2018 02/2022
Forvis Mazars Wealth Advisors, Llc Indianapolis IN 06/2024 Present
  • 06/2017 → 07/2018
    Western Southern Life
    Columbus, IN
  • 11/2017 → 07/2018
    W&S Brokerage Services
    Cincinnati, OH
  • 08/2014 → 12/2016
    Texas Tech University
    Lubbok, TX
  • 12/2016 → 06/2017
    Unemployed
    Columbus, IN
  • 01/2023 → 05/2024
    Forvis Wealth Advisors Llc
    Indianapolis, IN
  • 03/2022 → 12/2022
    Fifth Third Bank
    Indianapolis, IN
  • 08/2018 → 02/2022
    Unemployed
    Indianapolis, IN
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-02
  • S63 Uniform Securities Agent State Law Examination
    2018-02-02
Designations

View on SEC IAPD

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