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 ADV Part 2A
  • Arvest Wealth Management - Form ADV Part 2A, Appendix 1
• Third Party Advisory Portfolios Disclosures
  • Form ADV Part 2A, Lockwood Advisors Inc.
• Cash Sweeps Disclosure
• Federated Government Reserves Summary Prospectus
• Federated U.S. Treasury Cash Reserves Summary Prospectus
• Goldman Sachs Financial Square Government Summary Prospectus
• Goldman Sachs Financial Square Treasury Obligations Summary Prospectus
• Dreyfus Government Cash Management - Services (DGUXX)
• Dreyfus Government Cash Management - Investor (DGVXX)
• Reich and Tang Liquid Insured Deposits Terms and Conditions
• Reich and Tang Liquid Insured Deposits Program Bank List
• Electronic Communications Disclosures for Arvest Wealth Management