Best Investors Account Sign in
Current Employers
Heritage Oak Wealth Advisors

105 Garfeld St, Santa Rosa Beach, FL 32459 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
TX RA APPROVED 2024-11-11
  • AR RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-11-11

Branch Locations

105 Garfeld St, Santa Rosa Beach, FL 32459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arvest Asset Management Bentonville AR 09/2012 04/2019
Arvest Asset Management Rogers AR 04/2013 04/2019
Sowell Management Services North Little Rock AR 04/2019 05/2023
Heritage Oak Wealth Advisors Rogers AR 04/2019 Present
  • 09/2012 → 04/2019
    Arvest Asset Management
    Bentonville, AR
  • 04/2013 → 04/2019
    Arvest Asset Management
    Rogers, AR
  • 04/2019 → 05/2023
    Sowell Management Services
    North Little Rock, AR
  • 04/2019 → Present
    Rogers, AR
Previous Registrations
  • 2019-04-05 → 2023-05-01
    Rogers, AR
    North Little Rock, AR
  • 2003-10-20 → 2019-04-24
    Bentonville, AR
    Rogers, AR
    Rogers, AR
    Rogers, AR
    Lowell, AR
    Pea Ridge, AR
    Bentonville, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-17
  • S66 Uniform Combined State Law Examination
    2003-10-17
Other Names
  • Micah Craig Gibson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Santa Rosa Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor