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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-27 |
Branch Locations
3921 W. Willow Road Suite B, Enid, OK 73703 • United States
211 N. Robinson Avenue Suite 600, Oklahoma City, OK 73102 • United States
910 East St Louis St, Springfield, MO 65806 • United States
110 N. Elgin Avenue Suite 400, Tulsa, OK 74120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Tulsa | OK | 07/2016 | 04/2021 |
| Arvest Bank | Tulsa | OK | 07/2016 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 04/2021 | 01/2026 |
| Forvis Mazars Wealth Advisors, Llc | Tulsa | OK | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-05 |
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