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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
515 S Boulder Avenue, Suite 100, Tulsa, OK 74103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tulsa | OK | 03/2013 | 07/2021 |
| Lpl Financial Llc/Financial Planning Resources | Tulsa | OK | 07/2021 | 01/2023 |
| Arvest Wealth Management | Tulsa | OK | 01/2023 | 11/2023 |
| Arvest Wealth Management | Tulsa | OK | 11/2023 | Present |
Gnome Place Like Home; Not Investment Related; Located at: 7915 S 266th E Ave, Broken Arrow, OK 74014; Rental Property; Owner of Rental Property; Began 11/1/24; Approx 1 Hr/Mo, 0 during business/trading hours; Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-30 |
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