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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-19 |
| OK | RA | APPROVED | 2010-10-01 |
Branch Locations
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tulsa Habitat For Humanity | Tulsa | OK | 09/2008 | Present |
| Arvest Wealth Management | Tulsa | OK | 09/2010 | Present |
1) River Trees LLC; Date of Service: 06/01/20; Not investment-related; Minimal Income may be received from River Trees LLC once start renting out; Combined, do your outside activities represent more than 10% of your time: No; Explanation of Activities: Jointly own land and cabin among friends. Will occasionally rent to others outside of River Trees LLC members. 5 members LLC. 2) Shepley Holdings LLC: Not investment-related; 1244 E 26th St, Tulsa, OK 74114; I am a managing member of this rental real estate business. Start 11/1/2019; 10 hours/month; 1 hour/month during trading hours; I manage loan obligations and Airbnb listings. 3) Goodwill Tulsa; Not investment-related; 2800 Southwest Boulevard, Tulsa, OK 74107; helping people with needs; Board Member; Start 5/15/24; 1-2 hours/month; 1 hour/quarter during trading hours; guide organizations decisions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-15 |
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