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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-03 |
| OK | RA | APPROVED | 2020-11-09 |
Branch Locations
4160 Se Adams Rd Ste 102, Bartlesville, OK 74006 • United States
6060 S American Plaza St E Ste 400, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Bank | Bartlesville | OK | 06/2006 | 11/2020 |
| Arvest Wealth Management | Bartlesville | OK | 06/2006 | 11/2020 |
| Wells Fargo Clearing Services, Llc | Bartlesville | OK | 11/2020 | Present |
GREEN COUNTRY FREE CLINIC; INV RELATED; BARTLESVILLE, OK; TREASURER; START 11/9/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1 ATTENDING MEETINGS TO DISCUSS PATIENT LOAD AND VOLUME, REVIEW BALANCE SHEET, BUDGET, AND PROFIT AND LOSS STATEMENT. OKLAHOMA WESLEYAN UNIVERSITY FOUNDATION; INV. RELATED; BARTLESVILLE,OK; INVESTMENT COMMITTEE MEMBER; START DATE 03/15/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; ATTENDING MEETINGS TO SET INVESTMENT POLICIES, GUIDELINES, DISCUSS ENDOWMENT FUNDS, AND TAKE INVESTMENT ACTION. TRI COUNTY TECH FOUNDATION ; NOT INV RELATED; BARTLESVILLE,OK; FINANCIAL SUPPORT FOR STUDENTS ; CHAIRPERSON; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-10 |
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