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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-08-13 |
Branch Locations
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • 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 |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Tulsa | OK | 03/2015 | 08/2018 |
| Bokf, Na | Tulsa | OK | 03/2015 | 08/2018 |
| Arvest Wealth Management | Tulsa | OK | 08/2018 | 01/2020 |
| Arvest Wealth Management | Tulsa | OK | 01/2020 | 06/2023 |
| Arvest Bank | Tulsa | OK | 01/2020 | 06/2023 |
| Arvest Wealth Management | Tulsa | OK | 06/2023 | Present |
| Arvest Bank | Tulsa | OK | 06/2023 | Present |
1. Dually employed by Arvest Bank's Trust Department, located in Tulsa, OK. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management. 2. NAME: G&S PROPERTIES AND INVESTMENTS, LLC ADDRESS: 17860 FLAT ROCK CIRCLE OWASSO, OK 74055 USA INVESTMENT RELATED (Y/N): N START DATE: 12/2017 POSITION HELD: Owner NATURE OF OUTSIDE BUSINESS: THIS ENTITY'S SOLE PURPOSE IS THE PURCHASE AND LEASE OF COMMERCIAL AND RESIDENTIAL PROPERTY. HRS/MO: 1 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: I WILL BE 51% OWNER OF THE LLC. MY PRIMARY RESPONSIBILITY WILL BE TO COLLECT MONTHLY RENTAL PAYMENTS. 3. 59 Acres LLC is an entity to hold some land owned I own. I am 25% owner of 59 Acres LLC. Date of Service: July 2020. Combined this doesn't represent more than 10% of my time or income. $0 approximate income 4. Patriot Hunt Club, LLC; 17860 Flat Rock Circle, Owasso, OK 74055; LLC formed 2/2021; not investment related; I am 20% owner of this company that holds a piece of hunting land used for personal use; I devote 0 hours per month to this business. 5. Satoshi Acres, LLC; 17860 Flat Rock Circle, Owasso, OK 74055; LLC formed 2/2021; not investment related; I am 25% owner of this company that holds a piece of land as an investment. Land will be held in this LLC until sold to a developer or private buyers; I devote 0 hours per month to this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
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