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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-17 |
| OK | RA | APPROVED | 2003-02-21 |
Branch Locations
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Tulsa | OK | 01/2008 | Present |
Name of the other business: Cascia Hall Parent Faculty Association; investment-related: No; address of the other business: 2520 S Yorktown Ave, Tulsa, OK 74114; the nature of the other business: High School - Parent Association; position, title, or relationship with the other business: High School CPFA Treasurer; start date of your relationship: School Year 2022-2023 and2023-2024; approximate number of hours/month you devote to the other business: 5; number of hours you devote to the other business during securities trading hours: 0; briefly describe your duties relating to the other business: I will serve as the treasurer of the parent faculty association. Keeping track of expenses, incomes and budgets of parent led activities. While I will sign on two bank accounts at Vast Bank, there is minimal situations in which I would actually write a check. The school issues checks for the CPFA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-13 |
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