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Jordan L Walters

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tulsa, OK

San Antonio, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-12-07
  • OK RA
    APPROVED
    Since 2022-12-07

Branch Locations

6100 S Yale Ave, Tulsa, OK 74136 • United States

1803 Broadway St, San Antonio, TX 78215 • 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 Tahlequah OK 07/2016 02/2018
Arvest Wealth Management Tahlequah OK 02/2018 09/2020
Arvest Wealth Management Tulsa OK 09/2020 04/2021
Arvest Bank Tulsa OK 09/2020 04/2021
Arvest Wealth Management Tulsa OK 04/2021 11/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 11/2022 Present
Previous Registrations
  • 2017-07-19 → 2022-11-10
    Arvest Wealth Management
    Tahlequah, OK
    Tulsa, OK
    Tulsa, OK
    Pryor, OK
    Lowell, AR
    Tahlequah, OK
    Lowell, AR
    Rogers, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-19
  • S66 Uniform Combined State Law Examination
    2017-07-19
Other Names
  • Jordan Lain Landsaw
  • Jordan L Landsaw

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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