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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED_RES | 2019-02-19 |
| AR | RA | APPROVED | 2013-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Fort Smith | AR | 11/2013 | Present |
| Tec | Fort Smith | AR | 08/2003 | Present |
| Avon | Van Buren | AR | 10/2010 | Present |
| Damsel In Defense | Van Buren | AR | 04/2013 | Present |
1) DoTerra, 1306 Mable Nell, Van Buren, AR 72956. Non-investment related. Distributor for essential oils, start date May, 2015. Approximately 1/2 hour per month. 2) BFWBC Food Pantry, Administrator, Feeding the needy, Bethlehem Free Will Baptist Church, 3130 Pointer Trail E. Van Buren, AR 72955. Approximately 5 hours per month, 0 during trading hours. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 2011-04-11 |
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