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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-13 |
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