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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

CASSANDRA JO BARTLETT

Advisor at ARVEST WEALTH MANAGEMENT

Tulsa, OK | MISSION, KS

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Search this name across graphsid dfx:ria:383fad54-aaa8-3bf5-ffef-78e333194170

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2008 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARVEST WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 28, 2000
First registration: Sep 30, 2008
Dual registered: yes, broker-dealer
Other names: CASSANDRA JO FAIRCHILD|CASSANDRA JO DOUBRAVA-FAIRCHILD|CASSANDRA JO DOUBRAVA|CASSANDRA JO HIGINBOTHAM|CASSANDRA JO DOUBRAVA|CASSANDRA JO BARTLETT|Cassandra Bartlett
IAPD individual key: 4125429

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARVEST WEALTH MANAGEMENT	Independent wealth	Sep 4, 2026	n/a	yes	Tulsa, OK\|MISSION, KS	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 15, 2018	Aug 8, 2026	no	Las Vegas, NV\|Henderson, NV\|Las Vegas, NV\|Huntersville, NC\|Charlotte, NC\|Phoenix, AZ\|Westlake, TX\|Carmel, CA\|Carmel, CA\|San Mateo, CA\|Soquel, CA\|Soquel, CA\|Carmel, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 22, 2018	Apr 18, 2018	no	LAS VEGAS, NV	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 30, 2008	Jun 30, 2016	no	OVERLAND PARK, KS\|BOISE, ID\|SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	ARVEST WEALTH MANAGEMENT	Aug 8, 2026	Sep 4, 2026	27	Firm change	Ibd to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	CHARLES SCHWAB & CO., INC.	Apr 18, 2018	Jun 15, 2018	58	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Jun 30, 2016	Mar 22, 2018	630	Firm change after gap	Ibd to ibd

Relationships

Registered with (4)

→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 15, 2018 to Aug 8, 2026factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 22, 2018 to Apr 18, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 30, 2008 to Jun 30, 2016factForm ADV

Dated events

Occurred
Aug 8, 2026
Advisor changed firm
Cassandra Jo Bartlett left Charles Schwab & Co., Inc. for Arvest Wealth Management (registered 2026-09-04)
Form ADVobserved 6 days ago