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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-06-09 |
| OK | RA | APPROVED | 2026-05-27 |
Branch Locations
15816 N Penn St, Ste. 1, Edmond, OK 73013 • United States
809 Se 28Th St, Ste. 3, Bentonville, AR 72712 • United States
14600 Branch St., Omaha, NE 68154 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Asset Management | Bentonville | AR | 10/2010 | 07/2018 |
| Tungsten Wealth Management | Edmond | OK | 01/2026 | Present |
| Arvest Wealth Management | Lowell | AR | 07/2018 | 03/2020 |
| Arvest Wealth Management | Bentonville | AR | 03/2020 | 04/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 12/2024 |
| Sowell Financial D/B/A Heritage Oak Wealth Advisors, Llc | Rogers | AR | 12/2021 | 04/2023 |
| Heritage Oak Wealth Advisors | Rogers | AR | 12/2021 | 01/2025 |
| Lpl Financial | Binentonville | AR | 01/2025 | 05/2026 |
1)01/09/2025 - Tungsten Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-28 |
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