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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-20 |
| AR | RA | APPROVED | 2019-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Bartlesville | OK | 05/2012 | 02/2019 |
| First National Bank | Fort Smith | AR | 02/1997 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2019 | Present |
| Cetera Investment Advisers Llc | Fort Smith | AR | 03/2019 | Present |
1.) DIRECTOR OF WEALTH SERVICES AND MANAGE TRUST DEPT THROUGH FIRST NATIONAL BANK OF FORT SMITH- RESPONSIBLE FOR PROFITABILITY, SALES LEADERSHIP AND OVERSIGHT OF DIVISION, DOES NOT PLACE TRADES, PROVIDE ADVICE OR EXERCISE DISCRETION REGARDING INVESTMENTS. 2.) VOLUNTEER BOARD MEMBER FOR MERCY FOUNDATION, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
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