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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-22
  • TX RA
    APPROVED
    Since 2021-04-22

Branch Locations

8200 W. Interstate 10 Suite 900, San Antonio, TX 78230 • United States

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

807 Las Cimas Parkway Suite 310, Austin, TX 78764 • 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
Frost Bank San Antonio TX 08/2008 04/2021
Frost Investment Services San Antonio TX 01/2018 07/2019
Bkd Wealth Advisors San Antonio TX 04/2021 05/2022
Forvis Wealth Advisors, Llc San Antonio TX 06/2022 05/2024
Forvis Mazars Wealth Advisors, Llc San Antonio TX 06/2024 Present
  • 08/2008 → 04/2021
    Frost Bank
    San Antonio, TX
  • 01/2018 → 07/2019
    San Antonio, TX
  • 04/2021 → 05/2022
    Bkd Wealth Advisors
    San Antonio, TX
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    San Antonio, TX
  • 06/2024 → Present
    San Antonio, TX
Previous Registrations
Designations
Other Names
  • Katherine Franke
  • Katie Jaskinia
  • Katherine Jaskinia

View on SEC IAPD

More in San Antonio, TX

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