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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2008-01-31 |
Branch Locations
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States
201 Robert S. Kerr Avenue, Suite 100, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Oklahoma City | OK | 01/2008 | Present |
| Arvest Bank | Oklahoma City | OK | 01/2008 | Present |
Dually employed by Arvest Bank's Trust Department, located in Oklahoma City, OK. I split my time 75%/25% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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