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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| AR | RA | APPROVED | 2022-08-16 |
Branch Locations
3945 N. Vantage Dr. Suite 3, Fayetteville, AR 72703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Fayetteville | AR | 11/2015 | 12/2016 |
| Arvest Wealth Management | Fayetteville | AR | 12/2016 | 01/2018 |
| Arvest Bank | Fayetteville | AR | 01/2018 | 02/2020 |
| Arvest Wealth Management | Fayetteville | AR | 01/2018 | 02/2020 |
| Bancorpsouth | Fayetteville | AR | 03/2020 | 08/2022 |
| Infinex Investments, Inc. | Meriden | CT | 02/2021 | 08/2022 |
| Raymond James & Associates | Fayetteville | AR | 08/2022 | Present |
1.) BancorpSouth. Trust/Estate Planning. Yes, Investment related. Trust Officer. Started March 2020. Approx 120 hours per month all during trading hours. Employee for BXS Trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
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