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
Arrivals at 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 |
|---|---|---|---|---|---|
| Cassandra Jo Bartlett | Charles Schwab & Co., Inc. national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2026 | Sep 4, 2026 |
| Gatlin Scott Hufstedler | Stephens BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2026 | Jul 29, 2026 |
| Aaron Tesavis | Huntington Financial Advisors BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2026 | Jun 4, 2026 |
| Luke David Taggart | Cambridge Investment Research Advisors, Inc. BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2026 | Apr 29, 2026 |
| Jazz Scott | Stifel, Nicolaus & Company, Incorporated national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2025 | May 22, 2026 (288 d) |
| Luke Christian Snyder | Osaic Wealth, Inc. BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2025 | May 2, 2025 |
| Fred Andrew Wood | Rivertree Wealth independent RIA | Arvest Wealth Management independent RIA | RIA to RIA | May 1, 2025 | Jun 18, 2025 (48 d) |
| Anne Marie Reed | First Horizon Advisors, Inc mixed wealth | Arvest Wealth Management independent RIA | RIA to RIA | Apr 10, 2025 | Apr 10, 2025 |
| Roberto Carlos Aguilar | Edward Jones national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2025 | May 29, 2025 (70 d) |
| Rebecca Speck Foster | Hornor, Townsend & Kent, LLC BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2025 | Jan 3, 2025 |
| David William Kempfe | Transamerica Retirement Advisors, LLC BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2024 | Jan 16, 2026 (396 d) |
| Chad Jerome Meyer | First Horizon Advisors, Inc mixed wealth | Arvest Wealth Management independent RIA | RIA to RIA | Jul 29, 2024 | Aug 21, 2024 |
| Rina R Mehta | Copper Financial independent RIA | Arvest Wealth Management independent RIA | RIA to RIA | Mar 21, 2024 | May 15, 2024 (55 d) |
| Samantha Lee Dodson | Ameriprise Financial Services, LLC national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2024 | Mar 27, 2024 |
| Cullen L Parker | LPL Financial LLC BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2023 | Jan 15, 2025 (390 d) |
| Joel David Amaro | Raymond James & Associates, Inc. national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2023 | Dec 22, 2023 |
| Heather Nicole Yarbrough | Ameriprise Financial Services, LLC national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2023 | Jan 3, 2024 |
| Kendra Bradford Cain | First Horizon Advisors, Inc mixed wealth | Arvest Wealth Management independent RIA | RIA to RIA | Mar 26, 2023 | Mar 23, 2023 |
| Philip D Gottsponer | Edward Jones national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2023 | Feb 14, 2023 |
| Sasha Renee Gray | LPL Financial LLC independent RIA | Arvest Wealth Management independent RIA | RIA to RIA | Feb 9, 2023 | Jan 13, 2023 |
| Nancy Ann Lewis | Stephens BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2023 | Feb 9, 2023 |
| William Keith Orr | Nationwide Investment Advisors, LLC BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2022 | Nov 16, 2022 |
| Destin Chase Johnson | Cetera Investment Advisers LLC BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2022 | Aug 29, 2022 |
| Tanya R. Wilson | J.P. Morgan Securities LLC wirehouse | Arvest Wealth Management independent RIA | Wirehouse to independent RIA | Jul 14, 2022 | Jul 26, 2022 |
| Alberto Jose Nunez-Garcia | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arvest Wealth Management independent RIA | Wirehouse to independent RIA | Nov 26, 2021 | Dec 10, 2021 |
| Dorinda Eve Hawk | Empower Advisory Group, LLC other | Arvest Wealth Management independent RIA | Other | Nov 1, 2021 | Nov 10, 2021 |
| Anne Luke Boozer | Nationwide Investment Advisors, LLC BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2021 | Sep 21, 2021 |
| Kimberly Ann Shepherd | Raymond James & Associates, Inc. national BD | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2021 | Sep 8, 2021 |
| Yassire Sanie | Bok Financial Advisors BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 23, 2021 | Jul 9, 2021 |
| Ryan Cowell | Advice And Planning Services BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Jul 15, 2021 (244 d) |
| Jacqueline Fenix Rogers | Parsec Financial independent RIA | Arvest Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2020 | Jun 15, 2020 |
| John Paul Naudo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arvest Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 21, 2020 | Jun 12, 2020 |
| Raymond Michael Dyches | Blue Valley Wealth Advisors, Inc. unclassified | Arvest Wealth Management BD affiliated | Other | Mar 2, 2020 | Jun 5, 2020 (95 d) |
| Kory Andrew Allsop | Bok Financial Advisors BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2020 | Mar 3, 2020 |
| Brayden Cole Mallett | Ameriprise Financial Services, LLC national BD | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2020 | Feb 2, 2021 (341 d) |
| Harvey Atwood Hutchinson | Welch Hornsby, Inc. independent RIA | Arvest Wealth Management independent RIA | RIA to RIA | Feb 25, 2020 | Nov 22, 2021 (636 d) |
| Jeffrey Lynn Wicks | Edward Jones national BD | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2020 | Jan 6, 2020 |
| Colin Michael Cathey | Td Ameritrade, Inc. no RAUM | Arvest Wealth Management BD affiliated | Other | Sep 11, 2019 | Oct 7, 2019 |
| Timothy Matthew Murphy | Wells Fargo Advisors wirehouse | Arvest Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 23, 2019 | Sep 10, 2019 |
| Abby Renee Hubble | Bok Financial Advisors BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2019 | Mar 5, 2019 |
| Alan Karlis Lane | Camarda Wealth Advisory Group independent RIA | Arvest Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Mar 26, 2019 | Apr 2, 2019 |
| Rupal Jashbhai Poltack | Fidelity Personal And Workplace Advisors BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2019 | Jul 2, 2020 (469 d) |
| Perry Edmond Brown | Raymond James Financial Services Advisors, Inc BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2019 | Jan 13, 2020 (320 d) |
| Ross T Hunter | Edward Jones national BD | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2019 | Feb 25, 2019 |
| James Michael Baker | Ameriprise Financial Services, LLC national BD | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2018 | May 13, 2019 (146 d) |
| Andrew Glenn Adams | Cetera Investment Advisers LLC BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2018 | Dec 19, 2018 |
| Andrea Sue Kennedy | Raymond James Financial Services Advisors, Inc BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2018 | Oct 29, 2020 (785 d) |
| Christopher Jerrod Schroeder | Bok Financial Advisors BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2018 | Aug 13, 2018 |
| Robert Craig Spears | Advice And Planning Services BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2018 | Jul 6, 2018 |
| Ronnie Tyson Backus | First Command Advisory Services BD affiliated | Arvest Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2018 | Aug 2, 2018 (154 d) |
| Chauncey Jordan Pickering | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arvest Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 2, 2017 | Sep 17, 2018 (319 d) |
| Eric Brian Shepard | MML Investors Services, LLC other | Arvest Wealth Management other | Other | Oct 20, 2017 | Dec 20, 2017 (61 d) |
| Joshua Warren Neal | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arvest Wealth Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2017 | Jan 9, 2019 (474 d) |
| Homer Justin Giles | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arvest Wealth Management other | Other | Sep 5, 2017 | Sep 8, 2017 |
| Jonathan Robert Sherrod | Scottrade Investment Management other | Arvest Wealth Management other | Other | Jul 11, 2017 | Jul 11, 2017 |
| Rachel Louise Wiley | Usaa Financial Planning Services no RAUM | Arvest Wealth Management other | Other | Jun 29, 2017 | Sep 14, 2017 (77 d) |
| Amoree Michalek | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arvest Wealth Management other | Other | Jun 21, 2017 | Aug 16, 2017 (56 d) |
| Ronnie Higgs | Usaa Financial Planning Services no RAUM | Arvest Wealth Management other | Other | Jun 8, 2017 | Sep 27, 2017 (111 d) |
| Andrew Kenneth Skinner | Pnc Wealth Management other | Arvest Wealth Management other | Other | May 3, 2017 | Jun 20, 2017 (48 d) |
| Hannah Jaye Bode | Edward Jones national BD | Arvest Wealth Management other | Other | Feb 27, 2017 | Feb 28, 2017 |
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148 moves match.