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Advisor at ARVEST WEALTH MANAGEMENT
OVERLAND PARK, KS | TULSA, 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 |
|---|---|---|---|---|---|---|
| ARVEST WEALTH MANAGEMENT | Independent wealth | Sep 10, 2019 | n/a | yes | TULSA, OK|OVERLAND PARK, KS | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 11, 2016 | Aug 23, 2019 | no | MISSOURI CITY, TX|HOUSTON, TX|HOUSTON, TX|MISSOURI CITY, TX|SUGAR LAND, TX|MISSOURI CITY, TX|SUGAR LAND, TX | Previous registration |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Feb 22, 2012 | Jul 28, 2016 | no | Bartlesville, OK|Bartlesville, OK|TULSA, OK|TULSA, OK|TULSA, OK|Lee's Summit, MO|KANSAS CITY, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 30, 2009 | Feb 21, 2012 | no | BARTLESVILLE, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ARVEST WEALTH MANAGEMENT | Aug 23, 2019 | Sep 10, 2019 | 18 | Firm change | Wirehouse to ibd |
| BOK FINANCIAL ADVISORS | WELLS FARGO ADVISORS | Jul 28, 2016 | Jul 11, 2016 | -17 | Firm change | Other |
| WELLS FARGO ADVISORS | BOK FINANCIAL ADVISORS | Feb 21, 2012 | Feb 22, 2012 | 1 | Firm change | Other |