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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-12-10
  • OK RA
    APPROVED
    Since 2021-12-10

Branch Locations

218 S. Memorial Drive, Tulsa, OK 74112 • United States

3120 S Western Avenue, Oklahoma City, OK 73109 • United States

9701 E. 31St Street, Tulsa, OK 74146 • United States

1355 W Lindsey Street, Norman, OK 73069 • United States

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

4301 S. Garnett, Tulsa, OK 74146 • 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 Tulsa OK 06/2021 08/2026
Arvest Bank Tulsa OK 07/2018 06/2021
Arvest Bank Tulsa OK 09/2016 06/2018
Arvest Bank Tulsa OK 03/2015 09/2016
Arvest Wealth Management Tulsa OK 08/2026 Present
Other Businesses

1) Tulsa Area United Way; Not Investment Related; 1430 S Boulder Avenue, Tulsa, OK; Application review for future funding; Community Investment Panel Member; Began 2021; Approx 5 Hours/Month; 0 Hours during Trading Hours; Take part in discussing applications from Non-profit partners for funding, Review P&L Reports, Special Fund requests, etc. 2) Morton Comprehensive Health Services; Not Investment Related; 1334 N Lansing Ave, Tulsa Ok 74106; To provide quality-focused, cost-effective, and family-based health services with dignity and respect to all people without regard to finances, culture or lifestyle and to provide information and support to promote participation in health care decisions.; Board of Directors Member; Began 2021; Approx 3-5 Hours/Month; 0 Hours During Trading Hours; Working member of at least one sub-committee and participates in at least one volunteer activity annually 3) Tulsa Global District; Not Investment Related; 11740 E 21st Street, Tulsa, OK 74129; Urban Main Street community focuses on revitalization of the area at 21st and Garnett; Board of Directors Member; Began: 8/3/2022; Approx 3-5 Hours/Month; 0 Hours during Trading Hours; Working member of at least one committee and participate in at least two volunteer activities annually 4) Melting Moments Candle Co; Not Investment Related; 11702 E 63rd Street, Broken Arrow, OK 74012; Scented candles and wax melts craft business; Owner; Began 2/7/2024; 40/month, 0 during trading hours; crafting candles, ordering inventory and fragrance oils. Pouring and mixing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10
Other Names
  • Jimmy Rodriguez

View on SEC IAPD

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