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240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-30 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Lowell | AR | 05/2013 | 01/2026 |
| Uniting Wealth Partners, Llc | Rogers | AR | 01/2026 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Legacy Eight One-One LLC; Not investment-related; Bentonville, AR 72712; Pass through entity for 1099 income; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-16 |
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