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Christopher Jerrod Schroeder

Arvest Wealth Management

Tulsa, OK

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Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2018-08-13
  • OK RA
    APPROVED
    Since 2018-08-13

Branch Locations

515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2015-03-02 → 2018-08-15
    Owasso, OK
    Tulsa, OK
    Tulsa, OK
  • 2012-10-01 → 2015-03-11
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
  • 2012-01-10 → 2012-10-01
    Chase Investment Services Corp.
    Tulsa, OK
    Tulsa, OK
  • 2010-11-17 → 2011-02-15
    Securian Financial Services, Inc.
    Tulsa, OK
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-29
  • S66 Uniform Combined State Law Examination
    2010-10-29

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