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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Lowell | AR | 06/2021 | 04/2022 |
| Arvest Bank | Lowell | AR | 06/2021 | 04/2022 |
| Homemaker | Rogers | AR | 03/2020 | 05/2021 |
| Lencred | Bentonville | AR | 10/2018 | 03/2020 |
| Homemaker | Rogers | AR | 02/2018 | 10/2018 |
| Venture Fuel, Inc | Rogers | AR | 10/2014 | 02/2018 |
| Arvest Bank | Rogers | AR | 04/2022 | 09/2022 |
| Arvest Wealth Management | Rogers | AR | 04/2022 | 09/2022 |
| Arvest Wealth Management | Bentonville | AR | 09/2022 | 04/2023 |
| Arvest Wealth Management | Rogers | AR | 04/2023 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rogers | AR | 12/2025 | Present |
| Bank Of America, N.A. | Rogers | AR | 01/2026 | Present |
I*3369265, Entity Type: Entity Charitable, Name of OBA: M Family Foundation, Address: Brookfield, Connecticut, 06804, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 11/01/2024, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: Approving entities to give the money to. Winding down foundation money for individuals with spinal chord injuries. I*4614277, Entity Type: Entity For Profit, Name of OBA: Money Women Collective, Address: Springdale, Arkansas, 72764, Investment Related: Y, Position, Title, Association: Committee, Employee Start Date: 07/01/2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I help plan the overall vision for the events hosted throughout the year. And sometimes speak on a panel. To provide forums for discussion and education for women around financial matters that include budgeting, starting your own business, estate planning and investing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-06 |
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