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.

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

May 29, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 29, 2015

First registration

Jun 1, 2015

Dual registered

yes, broker-dealer

Other names

Jake Baker

IAPD individual key

6326173

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a305938e-83dd-61ea-3df0-6f26289a31ae

First observed

Jun 1, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.