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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-19 |
| AR | RA | APPROVED | 2008-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Fort Smith | AR | 10/2015 | 12/2022 |
| Arvest Bank | Fort Smith | AR | 10/2015 | 12/2022 |
| Arvest Wealth Management | Fort Smith | AR | 01/2023 | Present |
| Arvest Bank | Fort Smith | AR | 01/2023 | Present |
Dually employed by Arvest Bank's Trust Department, located in Fort Smith, AR. I split my time 75%/25% between Arvest Wealth Management and Arvest Bank.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-16 |
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