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Advisor at BOK FINANCIAL ADVISORS
Oklahoma City, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Feb 13, 2023 | n/a | yes | Oklahoma City, OK | Current employment |
| ARVEST WEALTH MANAGEMENT | Independent wealth | Jul 9, 2021 | Feb 20, 2023 | no | LOWELL, AR|OKLAHOMA CITY, OK|FT SMITH, AR|Rogers, AR|Oklahoma City, OK | Previous registration |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Sep 25, 2018 | Jun 23, 2021 | no | Oklahoma City, OK|OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARVEST WEALTH MANAGEMENT | BOK FINANCIAL ADVISORS | Feb 20, 2023 | Feb 13, 2023 | -7 | Firm change | RIA to ibd |
| BOK FINANCIAL ADVISORS | ARVEST WEALTH MANAGEMENT | Jun 23, 2021 | Jul 9, 2021 | 16 | Firm change | Ibd to RIA |