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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-01-02 |
Branch Locations
7401 West 135Th Street, Overland Park, KS 66223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Overland Park | KS | 11/2019 | Present |
| American Century Investments | Kansas City | KS | 12/2016 | 11/2019 |
| Demarche Associates | Merriam | KS | 08/2015 | 12/2016 |
| Arvest Bank | Overland Park | KS | 11/2019 | Present |
Dually employed by Arvest Bank's Trust Department, located in Overland Park, KS. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-27 |
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