Mary L. Mayabb

FORVIS MAZARS WEALTH ADVISORS

St. Louis, MO 63102

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CRD#: 1098369

Professional summary

Mary Lynn Mayabb, CFP®, who also goes by Mary Lynn Mayabb-peavey, Mary Lynn Short, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in St. Louis, Missouri.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mary has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Lynn Mayabb-Peavey | Mary Lynn Short

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BKD, LLP; NONINVESTMENT RELATED; 120 W. 12TH STREET, SUITE 1200, KANSAS CITY, MO 64105; PUBLIC ACCOUNTING FIRM; MANAGING ADVISOR; 02/26/2004.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Lynn Mayabb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

April 1, 2004 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 211 N. Broadway Suite 600, St. Louis, MO 63102Office #2: 1201 Walnut Street, Suite 1700, Kansas City, MO 64106Office #3: 1551 N. Waterfront Parkway Suite 300, Wichita, KS 67206

RIA

CRD#: 110905

St. Louis, MO

Past

December 12, 2001 - February 25, 2004

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

Past

September 8, 2000 - January 17, 2001

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

March 10, 1998 - July 6, 1999

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(1/3/2024)

IAR

Texas
(11/27/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/9/1998

General Securities Representative Examination

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

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Contact information

Main Address

910 East St Louis St, Springfield, MO 65806

Mailing Address

Phone number

(417) 831-7283

Established

Firm type

Fiscal year end

# of Employees

123

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 082025 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	13,227
AUM (Assets Under Management)	$ 9,751,986,659

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/18/2025	Cover Page	Report
09/18/2024	Cover Page	Report
01/23/2024	Cover Page	Report
11/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mary L. Mayabb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Lynn Mayabb's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORVIS MAZARS WEALTH ADVISORS, LLC

FIRST HORIZON ADVISORS, INC.

UMB FINANCIAL SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/12/1998

Series 7

Date: 3/9/1998

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORVIS MAZARS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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