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Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-17 |
| AR | RA | APPROVED | 2018-08-02 |
Branch Locations
5000 Rogers Ave, Ft Smith, AR 72903 • United States
4570 Central Avenue, Hot Springs, AR 71913 • United States
3612 N Highway 7, Hot Springs Village, AR 71909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Cabot | AR | 12/2015 | 03/2017 |
| First Command Advisory Services | Fort Worth | TX | 03/2017 | 08/2017 |
| First Command Financial Planning , Inc | Fort Worth | TX | 08/2017 | 04/2018 |
| First Command Advisory Services | Fort Worth | TX | 08/2017 | 04/2018 |
| First Command Insurance Services Inc. | Fort Worth | TX | 08/2017 | 04/2018 |
| Arvest Wealth Management | Little Rock | AR | 07/2018 | 09/2019 |
| Arvest Wealth Management | Cabot | AR | 09/2019 | 05/2020 |
| Arvest Wealth Management | Hot Springs | AR | 05/2020 | 06/2022 |
| Arvest Wealth Management | Hot Springs Village | AR | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-23 |
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