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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2013-04-24 |
Branch Locations
913 West Monroe Avenue, Lowell, AR 72745 • United States
201 West Walnut Street, Rogers, AR 72756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Fort Smith | AR | 04/2013 | 12/2022 |
| Arvest Bank | Fort Smith | AR | 04/2013 | 12/2022 |
| Arvest Bank | Bentonville | AR | 01/2023 | 03/2025 |
| Arvest Wealth Management | Bentonville | AR | 01/2023 | 03/2025 |
| Arvest Bank | Rogers | AR | 03/2025 | Present |
| Arvest Wealth Management | Rogers | AR | 03/2025 | Present |
Dually employed by Arvest Bank's Trust Department, located in Rogers, AR. I split my time 75%/25% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-09 |
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