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CRD 6530269
Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-13 |
| AR | RA | APPROVED | 2022-06-16 |
Branch Locations
2761 E Mission Blvd, Fayetteville, AR 72703 • United States
103 S Bloomington, Lowell, AR 72745 • United States
2200 W Pleasant Grove Road, Rogers, AR 72758 • United States
151 East Van Buren, Eureka Springs, AR 72632 • United States
401 West Trimble, Berryville, AR 72616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Sierra Vista | AZ | 07/2015 | 10/2021 |
| Jpmorgan Chase Bank | Sierra Vista | AZ | 06/2015 | 10/2021 |
| Ashford University-Online | Sierra Vista | AZ | 02/2018 | 02/2020 |
| Unemployed | Lavaca | AR | 10/2021 | 03/2022 |
| Arvest Wealth Management | Bentonville | AR | 03/2022 | 08/2022 |
| Arvest Wealth Management | Lowell | AR | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-18 |
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