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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2018-05-14 |
Branch Locations
3858 South Thompson Street, Springdale, AR 72765 • United States
2761 E Mission Blvd, Fayetteville, AR 72703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Bank | Springdale | AR | 07/2015 | 01/2018 |
| Arvest Wealth Management | Lowell | AR | 01/2018 | 10/2019 |
| Arvest Bank | Lowell | AR | 01/2018 | 10/2019 |
| Arvest Bank | Springdale | AR | 10/2019 | Present |
| Arvest Wealth Management | Springdale | AR | 10/2019 | Present |
Dually employed by Arvest Bank, located in Springdale, AR. I split my time 90%/10% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
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