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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2020-07-02 |
Branch Locations
913 West Monroe Avenue, Lowell, AR 72745 • United States
5000 Rogers Ave, Ft Smith, AR 72903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
#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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-24 |
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