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Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2013-04-11
  • AR RA
    APPROVED
    Since 2013-04-11

Branch Locations

6306 East 101St, Tulsa, OK 74137 • United States

17421 Chenal Parkway, Little Rock, AR 72223 • 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 Wealth Management Little Rock AR 01/2013 12/2019
Arvest Wealth Management Little Rock AR 12/2019 Present
Arvest Bank Little Rock AR 12/2019 Present
Other Businesses

1) Dually employed by Arvest Bank's Trust Department, located in Little Rock, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management. 2) D&T Retail Investments LLC, 7811 Cantrell Road, Little Rock, AR 72227; This is not an investment related business; Nature of business-Women's Retail Boutique; My wife and I purchased the company-She worked there for 20 years and I will not have a position; Date of Purchase-11/27/2019; Number of Hours devoted to other business-0 and 0 during business/securities trading hours; I will have no official duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-16
S65 Uniform Investment Adviser Law Examination 2013-04-10
  • S63 Uniform Securities Agent State Law Examination
    2018-04-16
  • S65 Uniform Investment Adviser Law Examination
    2013-04-10

View on SEC IAPD

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