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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2017-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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