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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
17935 N Penn Ave, Ste. 301, Edmond, OK 73012 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Asset Management | Oklahoma City | OK | 05/2011 | 02/2017 |
| Tungsten Wealth Management | Edmond | OK | 05/2026 | Present |
| Cwm, Llc | Omaha | NE | 05/2026 | Present |
| Lpl Financial, Llc | Oklahoma City | OK | 02/2017 | 05/2026 |
1. 2/8/2017 - TUNGSTEN WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 02/06/2017 - 240 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 01/25/2024 - Evergreen - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-11 |
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