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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-12-23 |
Branch Locations
5201 Village Parkway, Rogers, AR 72758 • United States
5000 Rogers Ave, Ft Smith, AR 72903 • 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 |
|---|---|---|---|---|
| Global Atlantic Distributors, Llc | Hartford | CT | 10/2013 | 04/2024 |
| Global Atlantic Financial Company | Hartford | CT | 01/2014 | 04/2024 |
| Avest Wealth Management | Rogers | AR | 11/2025 | Present |
| Arvest Bank | Rogers | AR | 11/2025 | Present |
| American Retirement Income Advisors | Eustis | FL | 05/2024 | 10/2025 |
Dually employed by Arvest Bank, located in Rogers, AR. I split my time 25%/75% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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