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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2024-07-18
OK RA APPROVED 2017-12-18
  • AR RA
    APPROVED
    Since 2024-07-18
  • OK RA
    APPROVED
    Since 2017-12-18

Branch Locations

5000 Rogers Ave, Ft Smith, AR 72903 • United States

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

2950 S Elm Place, Broken Arrow, OK 74012 • 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
Arvest Wealth Management Lowell AR 12/2016 12/2017
Arvest Wealth Management Broken Arrow OK 12/2017 11/2020
Arvest Wealth Management Fayetteville AR 05/2016 12/2016
Arvest Wealth Management Tulsa OK 11/2020 03/2022
Arvest Wealth Management Tulsa OK 03/2022 07/2024
Arvest Bank Tulsa OK 03/2022 07/2024
Arvest Bank Rogers AR 07/2024 04/2025
Arvest Wealth Management Rogers AR 07/2024 04/2025
Arvest Bank Lowell AR 04/2025 Present
Arvest Wealth Management Lowell AR 04/2025 Present
Other Businesses

1) Dually employed by Arvest Bank, located in Lowell, AR. I split my time 25%/75% between Arvest Bank and Arvest Wealth Management. 2) Name: Manor Investments. Yes, it is investment related. Address: 2723 W. Dove Dr., Fayetteville, AR 72704. Nature of Business: Investment Club of seven people combining thoughts & ideas about investment strategies, while investing in a diverse array of stocks. Position: Treasurer. Approximate number of hours devoted, 10 Hrs/Mo. None during trading hours. Duties: I am responsible for keeping up with monthly gains/losses, putting together reports for the club on a monthly basis, and doing research on potential investment ideas.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-02
  • S66 Uniform Combined State Law Examination
    2017-03-02

View on SEC IAPD

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