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RIA / WealthAdvisorCertified Financial Planner28 years in industry

BOBBY LEE LAMB

Advisor at FORVIS MAZARS WEALTH ADVISORS, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bf9f0f7-6d54-277e-84a8-ebbd791d68f5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 9, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORVIS MAZARS WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 21, 1998
First registration: Apr 9, 2002
Dual registered: no
IAPD individual key: 3048563

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	Jan 3, 2024	n/a	yes	SPRINGFIELD, MO\|Houston, TX\|Enid, OK\|Oklahoma City, OK\|Tulsa, OK\|San Antonio, TX\|Dallas, TX\|Tempe, AZ\|Los Angeles, CA\|Little Rock, AR\|Memphis, TN	Current employment
CROSSMARK GLOBAL INVESTMENTS, INC.	Mixed wealth	Jan 4, 2013	Apr 20, 2016	no	HOUSTON, TX	Previous registration
CAPSTONE FINANCIAL SOLUTIONS, LLC	Former SEC adviser	Aug 28, 2007	Dec 31, 2012	no	SPRINGFIELD, MO\|HOUSTON, TX	Previous registration
CAPSTONE FINANCIAL SOLUTIONS, LLC	Former SEC adviser	Jul 11, 2003	Apr 11, 2007	no	SPRINGFIELD, MO\|HOUSTON, TX	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Apr 9, 2002	Jun 23, 2003	no	CHADRON, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CROSSMARK GLOBAL INVESTMENTS, INC.	FORVIS MAZARS WEALTH ADVISORS, LLC	Apr 20, 2016	Jan 3, 2024	2,814	Firm change after gap	Other
CAPSTONE FINANCIAL SOLUTIONS, LLC	CROSSMARK GLOBAL INVESTMENTS, INC.	Dec 31, 2012	Jan 4, 2013	4	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	CAPSTONE FINANCIAL SOLUTIONS, LLC	Jun 23, 2003	Jul 11, 2003	18	Firm change	Other

Relationships

Registered with (4)

→ FORVIS MAZARS WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 3, 2024 to presentfactForm ADV
→ CROSSMARK GLOBAL INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 4, 2013 to Apr 20, 2016factForm ADV
→ CAPSTONE FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: previous registration
Aug 28, 2007 to Dec 31, 2012factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Apr 9, 2002 to Jun 23, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bf9f0f7-6d54-277e-84a8-ebbd791d68f5
First observed: Apr 9, 2002
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOBBY LEE LAMB

Advisor at FORVIS MAZARS WEALTH ADVISORS, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bf9f0f7-6d54-277e-84a8-ebbd791d68f5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.