Dennis Jason Whittaker

Current Employers

Employment History

• 01/2007 → Present
  Southern Municipal Finance Society
  Ponte Verdra, FL
• 08/2016 → Present
  Arvest Wealth Managment
  Little Rock, AR
• 08/2016 → Present
  Arvest Bank
  Little Rock, AR

Previous Registrations

• 2004-02-18 → 2004-08-03
  Union Planters Investment Advisors, Inc.
  Memphis, TN

Other Businesses

1) Dually employed by Arvest Bank's Trust Department, located in Little Rock, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management. 2) *THE NAME OF THE OTHER BUSINESS: SOUTHERN MUNICIPAL FINANCE SOCIETY, *WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES *THE ADDRESS OF THE OTHER BUSINESS: 124 GULFSTREAM WAY, PONTE VERDRA, FL 32081 *THE NATURE OF THE OTHER BUSINESS, YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: SOCIETY CHAIR AND BOARD MEMBER *THE START DATE OF YOUR RELATIONSHIP: 01/2007 *THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 HOURS PER WEEK *THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 2 HOURS PER WEEK *BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: My duties as Chair include conducting monthly meetings of the Board, ensuring annual filings are completed in a timely fashion, serving as one of the society's representatives to the National Federation of Municipal Analysts, informing the Board of any developments at the National level and responsibility for ensuring our education mission is fulfilled. 3) *THE NAME OF THE OTHER BUSINESS: National Federation of Municipal Analysts, *WHETHER THE BUSINESS IS INVESTMENT-RELATED: Yes *THE ADDRESS OF THE OTHER BUSINESS: PO Box 14893, Pittsburgh, PA 15234 *THE NATURE OF THE OTHER BUSINESS, YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: Member of Board of Governors; Co-Chair of Disclosure Committee *THE START DATE OF YOUR RELATIONSHIP: 01/2018 *THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 HOURS PER WEEK *THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 2 HOURS PER WEEK *BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Attend monthly conference calls of the board, attend full board meetings on NFMA conferences, fulfill needs for Disclosure Committee as requested.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Designations