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Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2017-06-20 |
Branch Locations
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States
2835 E Battlefield, Springfield, MO 65804 • United States
3201 Mcclelland Blvd Suite C, Joplin, MO 64804 • United States
2761 E Mission Blvd, Fayetteville, AR 72703 • 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 |
|---|---|---|---|---|
| Pnc Investments | Indianapolis | IN | 10/2014 | 05/2017 |
| Arvest Wealth Management | Lowell | AR | 05/2017 | 10/2019 |
| Arvest Wealth Management | Fayetteville | AR | 10/2019 | 03/2021 |
| Arvest Wealth Management | Fayetteville | AR | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-29 |
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