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 |
|---|---|---|---|---|---|
| Reid Samuel Walters | Arvest Wealth Management independent RIA | Bok Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2023 | Feb 8, 2023 (33 d) |
| Sarah Lynn Russell-Frossard | Arvest Wealth Management independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Dec 13, 2022 | Feb 17, 2023 (66 d) |
| Jaice Victoria Cahill | Arvest Wealth Management independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Dec 5, 2022 | Jan 17, 2023 (43 d) |
| William Harlin Trumbo | Arvest Wealth Management independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 2, 2022 | Dec 8, 2022 |
| John D'Arcy | Arvest Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Nov 21, 2022 | Nov 29, 2022 |
| Jordan L Walters | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Nov 10, 2022 | Dec 7, 2022 |
| John Paul Naudo | Arvest Wealth Management independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2022 | Nov 6, 2023 (396 d) |
| Cameron M Duncan | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | May 19, 2022 | Jun 30, 2022 (42 d) |
| Alberto Jose Nunez-Garcia | Arvest Wealth Management independent RIA | Woodbury Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2022 | Aug 11, 2022 (122 d) |
| Harvey Atwood Hutchinson | Arvest Wealth Management independent RIA | Brown Financial Advisory independent RIA | RIA to RIA | Mar 18, 2022 | Oct 31, 2022 (227 d) |
| Gatlin Scott Hufstedler | Arvest Wealth Management independent RIA | Stephens BD affiliated | RIA to affiliated broker-dealer or bank | Feb 25, 2022 | Feb 28, 2022 |
| Alan Karlis Lane | Arvest Wealth Management independent RIA | Qualia Retirement Planning unclassified | Other | Feb 9, 2022 | May 3, 2022 (83 d) |
| Christopher B Burgess | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jan 28, 2022 | Mar 14, 2022 (45 d) |
| Kasey David Cooper | Arvest Wealth Management independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 21, 2022 | Jan 26, 2022 |
| Michael Taylor Fielder | Arvest Wealth Management independent RIA | Sowell Management independent RIA | RIA to RIA | Dec 24, 2021 | Dec 10, 2021 |
| Perry Edmond Brown | Arvest Wealth Management independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 18, 2021 | Jul 16, 2025 (1336 d) |
| Christopher Daniel Thrailkill | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2021 | Dec 10, 2021 (39 d) |
| Jeffrey William Meekins | Arvest Wealth Management independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2021 | Oct 14, 2021 |
| Hunter Arthur Baldwin | Arvest Wealth Management independent RIA | Geneos Wealth Management, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 9, 2021 | Sep 29, 2021 |
| Amber Naz Haydar French | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Sep 9, 2021 | Oct 19, 2021 (40 d) |
| Parker James Waters | Arvest Wealth Management independent RIA | Creative Planning independent RIA | RIA to RIA | Aug 30, 2021 | Mar 23, 2023 (570 d) |
| Jeffrey Scott Hellerstedt | Arvest Wealth Management independent RIA | First Citizens Investor Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2021 | Apr 21, 2023 (610 d) |
| Ross T Hunter | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 11, 2021 | Nov 2, 2021 (83 d) |
| Jeffrey Lynn Wicks | Arvest Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2021 | Aug 26, 2021 |
| Jesica Rachelle Campbell | Arvest Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2021 | Aug 12, 2021 |
| Andrew Glenn Adams | Arvest Wealth Management independent RIA | B. Riley Wealth Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 25, 2021 | May 14, 2021 |
| Allen Rashad Harris | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | May 11, 2021 | May 3, 2021 |
| Kaysha Louise Andrews | Arvest Wealth Management independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | May 10, 2021 | Apr 15, 2021 |
| Cory Andrew Gelvin | Arvest Wealth Management independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 29, 2021 |
| Houston Wayne Franklin | Arvest Wealth Management BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 8, 2021 | Sep 9, 2021 (185 d) |
| Cody Christopher Lee Bower | Arvest Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2021 | Mar 8, 2021 |
| Johnny Poole | Arvest Wealth Management BD affiliated | State Farm Investment Management Corp. asset manager | Other | Mar 3, 2021 | Jan 25, 2023 (693 d) |
| Robert James Bentley | Arvest Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 1, 2021 | Jan 29, 2021 |
| Collin Taheri | Arvest Wealth Management BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jan 6, 2021 | Mar 1, 2021 (54 d) |
| James R. Wheeler | Arvest Wealth Management BD affiliated | Sovereign Capital LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 4, 2021 | Mar 30, 2021 (85 d) |
| Joshua Heath Barnard | Arvest Wealth Management BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2020 | Dec 23, 2020 |
| David Lee Biliter | Arvest Wealth Management BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2020 | Jan 4, 2021 (56 d) |
| Kevin Hay | Arvest Wealth Management BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 9, 2020 | Nov 9, 2020 |
| Zachary Andrew Cronin | Arvest Wealth Management BD affiliated | Bernardi Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2020 | Nov 1, 2021 (539 d) |
| Abby Renee Hubble | Arvest Wealth Management BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2020 | Oct 29, 2020 (184 d) |
| Chauncey Jordan Pickering | Arvest Wealth Management BD affiliated | Dba Upal Or United Professionals Assoc. Ltd. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 28, 2020 | Oct 12, 2021 (532 d) |
| Nicholas R Mcdowell | Arvest Wealth Management BD affiliated | Hya Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2020 | Aug 5, 2020 (135 d) |
| Tanner Bentley Bass | Arvest Wealth Management BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2020 | Feb 19, 2021 (352 d) |
| Christopher Glenn Sparks | Arvest Wealth Management BD affiliated | Edelman Financial Engines mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2020 | Jun 23, 2020 (145 d) |
| James Kirk Baird | Arvest Wealth Management BD affiliated | Td Ameritrade Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2019 | Feb 7, 2020 (49 d) |
| Tomek Andrzej Siwiec | Arvest Wealth Management BD affiliated | Sowell Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2019 | Oct 9, 2019 |
| Larry Raymond Cowger | Arvest Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 3, 2019 | Jun 14, 2023 (1442 d) |
| James Edwin Summers | Arvest Wealth Management BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 24, 2019 | Apr 17, 2019 |
| Troy Allen Kestner | Arvest Wealth Management BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 24, 2019 | Apr 25, 2019 |
| Micah Gibson | Arvest Wealth Management BD affiliated | Sowell Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2019 | Apr 5, 2019 |
| Dustin Heath Stanley | Arvest Wealth Management BD affiliated | Sowell Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2019 | Apr 5, 2019 |
| Deanna Renee Wright | Arvest Wealth Management BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 24, 2019 | Apr 17, 2019 |
| Hannah Elizabeth Stanley | Arvest Wealth Management BD affiliated | Sowell Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2019 | Apr 5, 2019 |
| Kimberly Ann Shepherd | Arvest Wealth Management BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 24, 2019 | Apr 17, 2019 |
| Marquay Jovon Baul | Arvest Wealth Management BD affiliated | Sowell Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2019 | Mar 18, 2019 |
| Brian David Schneider | Arvest Wealth Management BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2019 | Mar 21, 2019 |
| Ronnie Higgs | Arvest Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2018 | Jul 3, 2019 (287 d) |
| Rachel Louise Wiley | Arvest Wealth Management BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2018 | Oct 16, 2018 (32 d) |
| Andrew Scott Whitbeck | Arvest Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2018 | May 31, 2018 |
| Robert Steven Wilkinson | Arvest Wealth Management BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2018 | May 31, 2018 |
213 moves match.