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.

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

Jan 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Oct 2, 2017

First registration

Oct 2, 2017

Dual registered

no

IAPD individual key

6860574

• Occurred

  Aug 24, 2022
  Advisor changed firm

  Adrian George Castner Vassallo left Dixon Hughes Goodman Wealth Advisors Llc for Forvis Mazars Wealth Advisors, Llc (registered 2022-06-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:80828fa1-6aa2-6473-0184-f5ba5316bee8

First observed

Oct 2, 2017

Last observed

Sep 15, 2026 6 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.