Important Disclosure Information

• Business Continuity Plan
• Client Relationship Summary (Form CRS) & Regulation Best Interest (Reg BI)
  • Client Relationship Summary (Form CRS)
  • Regulation Best Interest (Reg BI) Disclosure
• Fee Schedule
• Margin Disclosures
  • Arvest Wealth Management
  • Pershing
• Disclosures of Order Routing Information
  • Pershing (Type "Arvest Wealth Management" in the search field on the following page)
• Arvest Wealth Management Investment Product Disclosures
• Arvest Wealth Management Advisory Disclosures
  • Arvest Wealth Management Form Brochure-Part 2A
  • Arvest Wealth Management Wrap Fee Program Brochure
• Third Party Advisory Portfolios Disclosures
  • Form ADV Part 2A, Lockwood Advisors Inc.
• Cash Sweeps Disclosure
  • Program Bank List
  • Dreyfus Government Cash Management - Services (DGUXX)
  • Dreyfus Securities Cash Management - Services (DTHXX)
  • Goldman Sachs Treasury Money Market Mutual Fund (FGAXX)
  • Dreyfus Treasury Securities Cash Management Investor Shares (DVRXX)
  • Dreyfus Government Cash Management - Investor (DGVXX)
  • Federated Hermes Government Obligations (GOSXX)
  • Reich and Tang Liquid Insured Deposits Terms and Conditions
  • Electronic Communications Disclosures for Arvest Wealth Management