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Advisor at FORVIS MAZARS WEALTH ADVISORS, LLC
SPRINGFIELD, MO | Wichita, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS, LLC | Independent wealth | Dec 6, 2017 | n/a | yes | Wichita, KS|SPRINGFIELD, MO | Current employment |
| IMA ADVISORY SERVICES, INC. | Mixed wealth | Feb 5, 2014 | Dec 4, 2017 | no | WICHITA, KS|WICHITA, KS|DENVER, CO | Previous registration |
| TRUENORTH, INC. | Former SEC adviser | Dec 5, 2007 | Mar 3, 2014 | no | WICHITA, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | FORVIS MAZARS WEALTH ADVISORS, LLC | Dec 4, 2017 | Dec 6, 2017 | 2 | Firm change | Other |
| TRUENORTH, INC. | IMA ADVISORY SERVICES, INC. | Mar 3, 2014 | Feb 5, 2014 | -26 | Firm change | Other |