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Current Employers
Arvest Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2020-07-02
  • AR RA
    APPROVED
    Since 2020-07-02

Branch Locations

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

5000 Rogers Ave, Ft Smith, AR 72903 • 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
Fidelity Brokerage Services Llc Boston MA 03/2018 03/2019
Fidelity Investments Boston MA 01/2016 03/2018
Walton Enterprises Llc Bentonville AR 04/2019 05/2025
Arvest Wealth Management Bentonville AR 07/2020 05/2025
Arvest Wealth Management Lowell AR 05/2025 Present
Walton Enterprises Llc Lowell AR 05/2025 06/2025
Walton Enterprises Llc Lowell AR 06/2025 Present
  • 03/2018 → 03/2019
    Fidelity Brokerage Services Llc
    Boston, MA
  • 01/2016 → 03/2018
    Fidelity Investments
    Boston, MA
  • 04/2019 → 05/2025
    Walton Enterprises Llc
    Bentonville, AR
  • 07/2020 → 05/2025
    Bentonville, AR
  • 05/2025 → Present
    Lowell, AR
  • 05/2025 → 06/2025
    Walton Enterprises Llc
    Lowell, AR
  • 06/2025 → Present
    Walton Enterprises Llc
    Lowell, AR
Previous Registrations
  • 2018-08-23 → 2019-03-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
Other Businesses

#1) Dually Employed by Walton Enterprises LLC located in Lowell, AR. I split my time 90%/10% between Walton Enterprises LLC and Arvest Wealth Management. #2) OAA#: 54017 | Org Name:Light Hill Property Management LLC | Org Addr:Boston, MA, US | Nature of Bus:professional services | Invst Rel:N | Title:Operating Committee Member | Duties:Oversight of the management and operations | Start Dt:04/20/2018 | Total Hrs p/m:.3 | Sec Trdng Hrs p/m:.3

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-03
S63 Uniform Securities Agent State Law Examination 2018-05-24
  • S66 Uniform Combined State Law Examination
    2018-07-03
  • S63 Uniform Securities Agent State Law Examination
    2018-05-24
Other Names
  • Rupal Jashbhai Poltack
  • Rupal Poltack

View on SEC IAPD

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