DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Arvest Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ben Ross Mclintock | Arvest Wealth Management independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Sep 16, 2026 | Sep 2, 2026 |
| James Patrick Linder | Arvest Wealth Management independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2026 | Sep 2, 2026 |
| Jack Kincannon | Arvest Wealth Management independent RIA | Stephens BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2026 | Jun 11, 2026 |
| Luke Christian Snyder | Arvest Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | May 27, 2026 | May 12, 2026 |
| Aaron Tesavis | Arvest Wealth Management independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 22, 2026 | May 5, 2026 |
| Sarah Jo Dial | Arvest Wealth Management independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 21, 2026 | May 5, 2026 |
| Sean Emiliano Garibay | Arvest Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | May 8, 2026 | May 29, 2026 |
| Alexander Throne Jantsch | Arvest Wealth Management independent RIA | Intellicents Investment Solutions Inc mixed wealth | RIA to RIA | Apr 2, 2026 | Apr 13, 2026 |
| Tyler Duane Thompson | Arvest Wealth Management independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Mar 16, 2026 | Mar 10, 2026 |
| Erik Scott Herron | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Feb 3, 2026 |
| Daniel Ellory Myers | Arvest Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Feb 26, 2026 | Feb 3, 2026 |
| Bradley John Blankenship | Arvest Wealth Management independent RIA | Uniting Wealth Partners independent RIA | RIA to RIA | Feb 12, 2026 | Jan 30, 2026 |
| Kathleen Mccloskey Verkamp | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Dec 22, 2025 | Dec 9, 2025 |
| Max Conner Sasseen | Arvest Wealth Management independent RIA | Stifel, Nicolaus & Company, Incorporated national BD | RIA to affiliated broker-dealer or bank | Nov 26, 2025 | Dec 2, 2025 |
| Amir Hossein Behdad | Arvest Wealth Management independent RIA | Cavanal Hill Investment Management, Inc. other | Other | Nov 25, 2025 | Dec 9, 2025 |
| Tierra Leighann Hulsey | Arvest Wealth Management independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Sep 19, 2025 | Oct 17, 2025 |
| Cullen L Parker | Arvest Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2025 | Sep 17, 2025 |
| David Lee Biliter | Arvest Wealth Management independent RIA | State Farm Investment Management Corp. asset manager | Other | Jul 30, 2025 | Aug 14, 2025 |
| James Eric Secker | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2025 | Jun 30, 2025 |
| Landon Trent Lea | Arvest Wealth Management independent RIA | First Citizens Investor Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 12, 2025 | Jun 5, 2025 |
| Gerald Boyd Schaefer | Arvest Wealth Management independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 3, 2025 | Apr 23, 2025 |
| Graham Mcdaniel Funderburk | Arvest Wealth Management independent RIA | Mach-1 Financial Group, LLC independent RIA | RIA to RIA | Mar 4, 2025 | Mar 5, 2025 |
| William Ryan Benson | Arvest Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2025 | Jan 3, 2025 |
| Raymond Michael Dyches | Arvest Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Dec 13, 2024 | Jan 6, 2025 |
| Thomas Dillon Wolf | Arvest Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 25, 2024 | Sep 30, 2024 |
| Tori Ashtan Dockery | Arvest Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 25, 2024 | Sep 30, 2024 |
| Noah Jacob Williams | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2024 | Oct 30, 2024 |
| Emil Imad Suqi | Arvest Wealth Management independent RIA | Midland Wealth Management other | Other | Sep 18, 2024 | Dec 5, 2024 (78 d) |
| Kurt Hayes Sims | Arvest Wealth Management independent RIA | First Citizens Investor Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2024 | Jul 31, 2024 |
| Miranda Dawn Dubberly | Arvest Wealth Management independent RIA | New Wave Wealth Advisors independent RIA | RIA to RIA | Aug 5, 2024 | Jul 16, 2024 |
| Dorinda Eve Hawk | Arvest Wealth Management independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 24, 2024 | Aug 28, 2024 (65 d) |
| Ryan David Brisiel | Arvest Wealth Management independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | May 15, 2024 | May 8, 2024 |
| Kirk Everette Schildgen | Arvest Wealth Management independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | May 8, 2024 | Jun 3, 2024 |
| Mason Wayne Cude | Arvest Wealth Management independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2024 | Jul 15, 2024 (69 d) |
| Brett Alan Larson | Arvest Wealth Management independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2024 | May 1, 2024 |
| Caleb Levi Smith | Arvest Wealth Management independent RIA | New Wave Wealth Advisors independent RIA | RIA to RIA | Apr 25, 2024 | Apr 7, 2024 |
| Ethan Patrick Duncan | Arvest Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | Apr 5, 2024 | Apr 10, 2024 |
| Joshua Wayne Randolph | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2024 | Mar 25, 2024 |
| Keith Kavell Carter | Arvest Wealth Management independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2024 | Apr 9, 2024 (42 d) |
| Dustin Heath Parsons | Arvest Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Dec 20, 2023 | Dec 19, 2023 |
| Robert Craig Spears | Arvest Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2023 | Feb 7, 2024 (65 d) |
| Paul Anthony Krus | Arvest Wealth Management independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2023 | Jan 29, 2024 (70 d) |
| Amoree Michalek | Arvest Wealth Management independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 13, 2023 | Nov 16, 2023 |
| Juan Manuel Preciado | Arvest Wealth Management independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 6, 2023 | Oct 26, 2023 |
| David Alan Ortiz | Arvest Wealth Management independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2023 | Oct 5, 2023 |
| Tyler Christopher Smith | Arvest Wealth Management independent RIA | Perspective Advisors, LLC state registered | RIA to a state-registered adviser | Sep 6, 2023 | Dec 20, 2024 (471 d) |
| Jordan Scott Marquez | Arvest Wealth Management independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Sep 6, 2023 | Sep 27, 2023 |
| Kimberly Ann Shepherd | Arvest Wealth Management independent RIA | State Farm Investment Management Corp. asset manager | Other | Aug 23, 2023 | Dec 5, 2023 (104 d) |
| Nathan Durfee | Arvest Wealth Management independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 13, 2023 | Nov 12, 2024 (488 d) |
| Michael Scott Yawn | Arvest Wealth Management independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 20, 2023 | Jun 27, 2023 |
| Tristyn C Wheeler | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 13, 2023 | Jul 25, 2023 (42 d) |
| Brandon M Williams | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Mar 22, 2023 | Apr 5, 2023 |
| Brian Dean Wood | Arvest Wealth Management independent RIA | Legacy Capital Wealth Partners, LLC independent RIA | RIA to RIA | Mar 20, 2023 | Feb 23, 2023 |
| Deann Gaye Gann | Arvest Wealth Management independent RIA | Legacy Capital Wealth Partners, LLC independent RIA | RIA to RIA | Mar 20, 2023 | Mar 1, 2023 |
| Michael Earl Peebles | Arvest Wealth Management independent RIA | Legacy Capital Wealth Partners, LLC independent RIA | RIA to RIA | Mar 20, 2023 | Mar 1, 2023 |
| Hunter Blake Gehring | Arvest Wealth Management independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2023 | Nov 6, 2023 (231 d) |
| Tracy Lea Barnas | Arvest Wealth Management independent RIA | Mwa Financial Services, Inc. independent RIA | RIA to RIA | Feb 28, 2023 | Oct 3, 2024 (583 d) |
| Jacqueline Fenix Rogers | Arvest Wealth Management independent RIA | New Wave Wealth Advisors independent RIA | RIA to RIA | Feb 28, 2023 | Feb 27, 2023 |
| Yassire Sanie | Arvest Wealth Management independent RIA | Bok Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2023 | Feb 13, 2023 |
| Ryan Cowell | Arvest Wealth Management independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 23, 2023 | Jun 5, 2024 (499 d) |
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213 moves match.