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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-05-22
  • AR RA
    APPROVED
    Since 2023-05-22

Branch Locations

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

7401 West 135Th Street, Overland Park, KS 66223 • 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
University Of Arkansas Fort Smith Fort Smith AR 08/2015 12/2017
James & James Springdale AR 07/2017 04/2018
University Of Arkansas Fayetteville AR 04/2018 05/2018
Arvest Bank Lowell AR 05/2018 08/2019
Arvest Wealth Management Lowell AR 08/2019 04/2022
Arvest Wealth Management Rogers AR 04/2022 10/2023
Arvest Wealth Management Rogers AR 10/2023 03/2025
Arvest Bank Rogers AR 10/2023 03/2025
Arvest Bank Lowell AR 03/2025 Present
Arvest Wealth Management Lowell AR 03/2025 Present
  • 08/2015 → 12/2017
    University Of Arkansas Fort Smith
    Fort Smith, AR
  • 07/2017 → 04/2018
    James & James
    Springdale, AR
  • 04/2018 → 05/2018
    University Of Arkansas
    Fayetteville, AR
  • 05/2018 → 08/2019
    Arvest Bank
    Lowell, AR
  • 08/2019 → 04/2022
    Lowell, AR
  • 04/2022 → 10/2023
    Rogers, AR
  • 10/2023 → 03/2025
    Rogers, AR
  • 10/2023 → 03/2025
    Arvest Bank
    Rogers, AR
  • 03/2025 → Present
    Arvest Bank
    Lowell, AR
  • 03/2025 → Present
    Lowell, AR
Other Businesses

Dually employed by Arvest Bank's Trust Department, located in Lowell, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2020-05-04
  • S66 Uniform Combined State Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2020-05-04
Other Names
  • Charlie Dean Holliday

View on SEC IAPD

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