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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-11-10 |
| MO | RA | APPROVED | 2022-11-09 |
Branch Locations
7401 West 135Th Street, Overland Park, KS 66223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Bank | Kansas City | MO | 03/2014 | 09/2016 |
| State Street Bank | Kansas City | MO | 09/2016 | 04/2022 |
| State Street Bank | Kansas City | MO | 04/2022 | 09/2022 |
| Arvest Bank | Overland Park | KS | 09/2022 | Present |
| Arvest Wealth Management | Overland Park | KS | 09/2022 | Present |
1) Dually employed by Arvest Bank's Trust Department, located in Overland Park, KS. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management. 2) Musser Urban Development, LLC; Not Investment Related; 1000 W 67th Street, Kansas City, MO 64113; LLC that houses various Real Estate Investments for my family; Partner/"Member"; Started 11/19/2014; Number of hours during the month you devote to other business = 0 and 0 during trading hours; Duties: Participate in Annual/Ad-Hoc meetings with other family members but do not have an active investment role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
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