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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 11, 2023

First registration

Oct 12, 2023

Dual registered

yes, broker-dealer

Other names

Sami Lee Thompson|Samantha L Thompson|Samantha Lee Thompson|Sami Lee Dodson

IAPD individual key

7624961

• Occurred

  Mar 4, 2024
  Advisor changed firm

  Samantha Lee Dodson left Ameriprise Financial Services, Llc for Arvest Wealth Management (registered 2024-03-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d2a81f46-34b8-0b9f-e885-334f0161f402

First observed

Oct 12, 2023

Last observed

Sep 15, 2026 5 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.