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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED_RES | 2025-01-03 |
Branch Locations
4301 West Memorial, Oklahoma City, OK 73134 • United States
5000 Rogers Ave, Ft Smith, AR 72903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Financial Solutions | Edmond | OK | 10/2014 | 10/2016 |
| Forest Securities, Inc. | Oklahoma City | OK | 06/2016 | 10/2016 |
| Avellino Financial Advisors, Inc. | Oklahoma City | OK | 06/2016 | 10/2016 |
| The Prudential Insurance Company Of America | Oklahoma City | OK | 10/2016 | 05/2017 |
| Pruco Securities, Llc | Oklahoma City | OK | 10/2016 | 05/2017 |
| Mutual Of Omaha Insurance Company | Oklahoma City | OK | 05/2017 | 02/2019 |
| Mutual Of Omaha Investor Services Inc. | Oklahoma City | OK | 06/2017 | 02/2019 |
| Lpl Financial, Llc | Edmond | OK | 02/2019 | 12/2020 |
| Strategic Financial Concepts, Llc | Edmond | OK | 01/2019 | 08/2021 |
| Brokers International Financial Services | Urbandale | IA | 09/2021 | 01/2023 |
| The Penn Mutual Life Insurance Company | Horsham | PA | 01/2023 | 01/2025 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 01/2023 | 01/2025 |
| Arvest Wealth Management | Oklahoma City | OK | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-12 |
| S66 | Uniform Combined State Law Examination | 2002-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-02 |
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