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OD

Olivia Nicole Devlin

FORVIS MAZARS CAPITAL ADVISORS
SPRINGFIELD, MO
·CRD# 6529809·11 years experience

Professional Summary

Olivia Nicole Devlin, who also goes by Olivia Nicole Litvin, is a registered financial advisor currently at FORVIS MAZARS CAPITAL ADVISORS, LLC located in Springfield, Missouri. Olivia is registered as a RR (Registered Representative) and started their career in finance in 2015. Olivia has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 52 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Olivia Nicole Litvin

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

FORVIS MAZARS CAPITAL ADVISORS, LLC·CRD# 43427
BD
910 East St Louis St Suite 200, Springfield, MO 65806
December 15, 2022 - Present
NEWPORT GROUP CONSULTING, LLC·CRD# 140944
RIA
Lake Mary, FL
October 3, 2017 - September 26, 2022
NEWPORT GROUP SECURITIES, INC.·CRD# 29722
BD
Lake Mary, FL
October 31, 2016 - September 26, 2022
HILLTOP SECURITIES INC.·CRD# 6220
BD
Orlando, FL
January 22, 2016 - October 24, 2016
FIRST SOUTHWEST COMPANY, LLC·CRD# 316
BD
Orlando, FL
September 15, 2015 - January 22, 2016

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Current Firm

FM
FORVIS MAZARS CAPITAL ADVISORS, LLC

BKD CAPITAL ADVISORS, LLC | FORVIS MAZARS CAPITAL ADVISORS, LLC | FORVIS CAPITAL ADVISORS, LLC | BKD FINANCIAL L.L.C. | BKD CORPORATE FINANCE, LLC

CRD#: 43427 / SEC#: 8-50322
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

910 East St. Louis Street, Suite 200, Springfield, MO 65806

Mailing Address

P.o. Box 1190, Springfield, MO 65806-2523

Phone Number

(417) 865-8701

Established

Missouri since 07/20/1994

Firm Type

Limited Liability Company

Fiscal Year End

May

Firm Size

Small

FINRA licenses (31 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
FORVIS MAZARS, LLPMEMBER—
CORSON, JASON ANDREWCHIEF COMPLIANCE OFFICER4831976
DAVIS, ADAM MICHAELFINOP, CFO, PFO7744026
LINCH, SCOTT EDWARDPRESIDENT7940156

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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.

For various tax or corporate reasons this individual may be coded as an "Employee" or Independent Contractor of Newport Group, Inc., an affiliate of Newport Group Securities, Inc. This individual may offer insurance products through any of the Firm's affiliates. Please refer to the employment section of the U4 for information regarding this individual's position, title and date of employment. Hours devoted to each entity vary as dictated by corporate needs.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(9/23/2025)
RR
Georgia
(9/23/2025)
RR
Montana
(4/15/2026)
RR
New York
(9/22/2025)
RR
North Carolina
(9/23/2025)
RR
South Carolina
(12/20/2022)
RR
Tennessee
(9/23/2025)
RR
Virginia
(9/22/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2016About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Sep 2015About the Series 52 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Olivia Nicole Devlin's CRS (Customer Relationship Summary).

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