Financial and Operational Principal and Principal Financial Officer · Arvest Wealth Management
Gretchen Daphyne Brewer
CRD 5089523 · Named on Form ADV at one SEC-registered adviser
At a glance
Arvest Wealth Management, an SEC-registered broker-dealer firm based in Lowell, AR with $3.4 billion in regulatory assets, lists Gretchen Daphyne Brewer on its Form ADV as Financial and Operational Principal and Principal Financial Officer.
Firms and roles
- Arvest Wealth ManagementFinancial and Operational Principal and Principal Financial OfficerBroker-dealer firm · Lowell, AR · $3.4B in regulatory assets
AtlasMembers
Gretchen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gretchen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (16)
- Karla PayneDirector, Arvest Wealth Management
- John Arleigh PerronRegistered Options and Security Futures Principal (rosfp), Arvest Wealth Management
- Dee Garrison DerryberryCOO, Arvest Wealth Management
- James Matthew MachenDirector, Arvest Wealth Management
- Cara Clugston JamesDirector, Arvest Wealth Management
11 more people named with Gretchen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 16 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gretchen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.