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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-01
AR RA APPROVED 2024-09-18
  • TX RA
    APPROVED
    Since 2024-11-01
  • AR RA
    APPROVED
    Since 2024-09-18

Branch Locations

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

7401 West 135Th Street, Overland Park, KS 66223 • 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
University Of Arkansas Fayetteville AR 08/2014 12/2019
Unemployed Fayetteville AR 12/2019 05/2022
Arvest Wealth Management Rogers AR 05/2022 11/2022
Arvest Wealth Management Rogers AR 11/2022 09/2024
Arvest Wealth Management Rogers AR 09/2024 03/2025
Arvest Bank Rogers AR 09/2024 03/2025
Arvest Bank Lowell AR 03/2025 Present
Arvest Wealth Management Lowell AR 03/2025 Present
Other Businesses

Dually employed by Arvest Bank's Trust Department, located in Lowell, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16

View on SEC IAPD

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