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Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED_RES | 2019-02-14 |
| OK | RA | APPROVED | 2017-02-28 |
Branch Locations
100 Se Frank Phillips Boulevard, Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Wann | OK | 06/2013 | 02/2017 |
| Arvest Wealth Management | Bartlesville | OK | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-10 |
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