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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-07-26
  • OK RA
    APPROVED
    Since 2022-07-26

Branch Locations

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

515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States

13716 E 106Th Street N, Owasso, OK 74055 • United States

11501 E. 76Th Street N., Owasso, OK 74055 • United States

502 South Main Mall, Tulsa, OK 74103 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 04/2018 12/2020
Bank Of America, N.A. Tulsa OK 04/2018 12/2020
Homemaker Owasso OK 01/2018 03/2018
First Bank Of Owasso Owasso OK 01/2016 12/2017
J.P. Morgan Chase Bank, N.A. Jenks OK 12/2020 07/2022
J.P. Morgan Securitites, Llc Jenks OK 12/2020 07/2022
Arvest Wealth Management Owasso OK 07/2022 04/2026
Arvest Bank Owasso OK 10/2024 04/2026
Arvest Wealth Management Tulsa OK 04/2026 Present
Arvest Bank Tulsa OK 04/2026 Present
  • 04/2018 → 12/2020
    Tulsa, OK
  • 04/2018 → 12/2020
    Bank Of America, N.A.
    Tulsa, OK
  • 01/2018 → 03/2018
    Homemaker
    Owasso, OK
  • 01/2016 → 12/2017
    First Bank Of Owasso
    Owasso, OK
  • 12/2020 → 07/2022
    J.P. Morgan Chase Bank, N.A.
    Jenks, OK
  • 12/2020 → 07/2022
    J.P. Morgan Securitites, Llc
    Jenks, OK
  • 07/2022 → 04/2026
    Owasso, OK
  • 10/2024 → 04/2026
    Arvest Bank
    Owasso, OK
  • 04/2026 → Present
    Tulsa, OK
  • 04/2026 → Present
    Arvest Bank
    Tulsa, OK
Previous Registrations
Other Businesses

1) Dually employed by Arvest Bank's Trust Department, located in Tulsa, OK. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management. 2) University of Tulsa Friends of Finance; This is not an investment-related business; located at College of Business, University of Tulsa (TU), 800 S Tucker Drive, Helmerich Hall 215, Tulsa OK 74104; an organization of business professionals, TU alumni and supporters of College of Business; Board Member since May 4, 2022; I spend 5 hours per week of personal time as a Board Member; 0 hours during securities trading hours; Responsibilities include selection of Executive Speaker series, to promote membership of Friends of Finance through my personal network and to mentor current TU Students

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-02
S63 Uniform Securities Agent State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2018-07-02
  • S63 Uniform Securities Agent State Law Examination
    2017-11-13
Designations
Other Names
  • Tanya Renee Wilson
  • Tanya Walker
  • Tanya Wilson

View on SEC IAPD

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