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CRD 7380502
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 |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2024-07-16 |
Branch Locations
5000 Rogers Ave, Ft Smith, AR 72903 • United States
108 N Maple, Nowata, OK 74048 • United States
2651 Se Washington Blvd, Bartlesville, OK 74006 • United States
4225 Se Adams Road, Bartlesville, OK 74006 • United States
800 N Osage, Dewey, OK 74029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Field Kindley High School | Coffeyville | KS | 08/2016 | 07/2020 |
| Emporia State University | Emporia | KS | 08/2020 | 05/2021 |
| Arvest Wealth Management | Tulsa | OK | 06/2021 | 08/2021 |
| Emporia State University | Emporia | KS | 09/2021 | 05/2022 |
| Arvest Wealth Management | Tulsa | OK | 06/2022 | 08/2022 |
| Emporia State University | Emporia | KS | 09/2022 | 05/2023 |
| Arvest Wealth Management | Rogers | AR | 06/2023 | 06/2024 |
| Arvest Bank | Rogers | AR | 06/2023 | 06/2024 |
| Arvest Wealth Management | Bartlesville | OK | 06/2024 | Present |
| Arvest Bank | Bartlesville | OK | 06/2024 | Present |
Dually employed by Arvest Bank, located in Bartlesville, OK. I split my time 25%/75% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
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