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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-10-20 |
| OK | RA | APPROVED | 2020-10-15 |
Branch Locations
3201 Mcclelland Blvd Suite C, Joplin, MO 64804 • United States
913 West Monroe Avenue, Lowell, AR 72745 • United States
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States
5000 Rogers Ave, Ft Smith, AR 72903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Oklahoma | Tulsa | OK | 05/2002 | 03/2017 |
| Unemployed | Tulsa | OK | 04/2017 | 10/2017 |
| Arvest Bank | Tulsa | OK | 10/2017 | 03/2021 |
| Arvest Wealth Management | Tulsa | OK | 05/2020 | Present |
1. Mariposa LLC, Investment related, 6500 N Classen, OKC, OK 73116, Family LLC holding commercial real estate investments in central Oklahoma. Manager. Started 3/1/1997. Three hours/month devoted to business. Zero hours devoted to business during securities trading hours. Review income and expenses and tax returns. 2. HPB LLC, investment related, 6500 N Classen, OKC, OK 73116, Family LLC holding commercial real estate in Edmond Oklahoma. Manager. Started 6/1/1999. Five hours/month devoted to business. Zero hours devoted to business during securities trading hours. Review performance of property manager and tenant activities. Review and approve bank arrangements for entity. 3. Shoppes on Broadway, LLC; non-investment related; 6500 N Classen, OKC, OK 73116; Started December 2006; Holds commercial real estate that owns retail shopping center in Edmond, OK. I am one of three managers that meets with the property manager, reviews financial results, and signs tax returns; 1 hour/month, 0 hours during trading hours. 4. D&L Real Estate Investment Company, LLC; non-investment related; 7100 N. Western Ave, OKC, OK 73116; Started December 1991; Holds commercial real estate that owns retail shopping center in Oklahoma City, OK. I am one of three managers that meets with the property manager, reviews financial results, and signs tax returns; 0.5 hour/month, 0 hours during trading hours. 5. Lee OC, LLC; non-investment related; 7100 N. Western Ave, OKC, OK 73116; Started May 1966; Holds grazing land in western Oklahoma; I have a 2% ownership interest; 0 hours/month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-31 |
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