DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Melissa Boyer

Forvis Mazars Wealth Advisors, LLCindependent RIAEvansville, In IA-onlyIAPD 6687058

Certified Financial Planner

Feed of 09/15/2026

Also filed as Melissa M Imbery

At current firm

1 y

since Nov 20, 2024

In the industry

10 y

since Jul 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Forvis Mazars Wealth Advisors, LLC independent RIA current
since Nov 20, 2024 · Springfield, Mo
Hightower Advisors, LLC BD affiliated
May 28, 2024 to Nov 7, 2024 · Brentwood, Mo
Moneta Group Investment Advisors, LLC independent RIA
Feb 20, 2024 to Apr 19, 2024 · St. Louis, Mo
Forvis Mazars Wealth Advisors, LLC independent RIA
Jan 8, 2021 to Jan 23, 2024 · Springfield, Mo
Charles Schwab & Co., Inc. national BD
Jan 23, 2017 to Dec 24, 2020 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Hightower Advisors, LLC to Forvis Mazars Wealth Advisors, LLC
left Nov 7, 2024, registered Nov 20, 2024 (13 days) · Affiliated broker-dealer or bank to independent RIA
Moneta Group Investment Advisors, LLC to Hightower Advisors, LLC
left Apr 19, 2024, registered May 28, 2024 (39 days) · RIA to affiliated broker-dealer or bank
Forvis Mazars Wealth Advisors, LLC to Moneta Group Investment Advisors, LLC
left Jan 23, 2024, registered Feb 20, 2024 (28 days) · RIA to RIA
Charles Schwab & Co., Inc. to Forvis Mazars Wealth Advisors, LLC
left Dec 24, 2020, registered Jan 8, 2021 (15 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Melissa Boyer left Hightower Advisors, Llc for Forvis Mazars Wealth Advisors, Llc (registered 2024-11-20)
Nov 7, 2024 · Advisor changed firm · fact
Melissa Boyer left Moneta Group Investment Advisors, Llc for Hightower Advisors, Llc (registered 2024-05-28)
Apr 19, 2024 · Advisor changed firm · fact
Melissa Boyer left Forvis Mazars Wealth Advisors, Llc for Moneta Group Investment Advisors, Llc (registered 2024-02-20)
Jan 23, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address