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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-01-13
TX RA APPROVED 2023-01-13
  • OK RA
    APPROVED
    Since 2023-01-13
  • TX RA
    APPROVED
    Since 2023-01-13

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2021-07-16 → 2023-02-09
    Tulsa, OK
  • 2019-03-01 → 2021-07-08
    Fidelity Personal And Workplace Advisors
    Tulsa, OK
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
S63 Uniform Securities Agent State Law Examination 2013-05-30
  • S66 Uniform Combined State Law Examination
    2019-02-19
  • S63 Uniform Securities Agent State Law Examination
    2013-05-30
Other Names
  • Sasha Renee Toillion
  • Sasha Renee Gray
  • Sasha Renee Toillion
  • Sasha Renee Gray

View on SEC IAPD

Other Firms

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Other Offices

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