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Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2017-02-22
  • AR RA
    APPROVED
    Since 2017-02-22

Branch Locations

2761 E Mission Blvd, Fayetteville, AR 72703 • United States

5000 Rogers Ave, Ft Smith, AR 72903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 01/2011 02/2017
United Federal Credit Union Fort Smith AR 08/2012 02/2017
Arvest Wealth Management Fort Smith AR 02/2017 01/2020
Arvest Wealth Management Fort Smith AR 01/2020 11/2022
Arvest Bank Fort Smith AR 01/2020 11/2022
Arvest Wealth Management Fort Smith AR 11/2022 02/2025
Arvest Bank Fort Smith AR 11/2022 02/2025
Arvest Wealth Management Fort Smith AR 02/2025 01/2026
Arvest Bank Fort Smith AR 02/2025 01/2026
Arvest Wealth Management Fort Smith AR 01/2026 Present
Previous Registrations
  • 2011-03-22 → 2017-02-03
    Cuso Financial Services, L.P.
    San Diego, CA
    Fort Smith, AR
    Fort Smith, AR
    Alma, AR
    Van Buren, AR
    Springdale, AR
  • 2009-02-02 → 2011-01-26
    Van Buren, AR
    Bartlesville, OK
  • 2008-10-31 → 2008-12-31
    Osaic Services, Inc.
    Van Buren, AR
  • 2003-01-06 → 2008-10-31
    American General Securities Incorporated
    Van Buren, AR
    Houston, TX
    Fort Smith, AR
    Fort Smith, AR
  • 2002-01-24 → 2002-09-12
    Fort Smith, AR
Other Businesses

1) WLC Properties, LLC; Not investment related; Located at: 815 Eastern Hills Drive, Greenwood, AR 72936; Managing Member; Nature of the other Business: Private; Started 8/26/2015; I spend approx 1 Hour/month, Zero during Trading Hours; Duties: Obtaining loans for property purchases, remodeling, upkeep and maintenance of properties; Compensation: Yes 2) 4D Legacy Investments, LLC (DBA Razorback Self Storage); Not investment related; Located at: 2408 W Center, Greenwood, AR 72936; Managing Member; Nature of the other Business: Private; Started 3/29/2016; I spend approx 1 Hour/month, Zero during Trading Hours; Duties: Would only be to fill-in if needed with any sales/service after hours; Compensation: Yes 3) 4D Beach Properties; Not investment related; Located at 2408 W Center, Greenwood, AR 742936; Owner/Managing Member, Season inspection/maintenance. Website www.sunsetshorepcb.com; Nature of other business: Private; Started: 5/7/2018; I spend approx less than 10 hours per month, Zero during trading hours; Compensation: Yes 4) 4D Lake Holdings, LLC; Not investment related; Located at: PO Box 996 Greenwood, AR 72936; Managing Member; Nature of the other Business: Rental Property; Started 5/24/2024; I spend 1 Hour/month, Zero during trading hours; Owner/Member with duties of occasional maintenance, oversight and decision making

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-18
  • S66 Uniform Combined State Law Examination
    2002-01-18

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