Who owns Argent Trust Oklahoma (formerly Heritage Trust)?

Argent Trust Oklahoma (formerly Heritage Trust) is owned by Kyle McDonald (CEO), according to public sources such as the company's website or filings.

Argent Trust Oklahoma (formerly Heritage Trust)

Finance and insurance

400 E Central Ave 406, Ponca City, OK
Since 1998

A location of Argent Trust Oklahoma (formerly Heritage Trust)

Revenue, profit and value are for the whole company, on its page.

View company

Kyle McDonald

CEO · source

argenttrustok.com LinkedIn

Contact

Find Kyle McDonald on RocketReach Request removal or correction

What we know

No PPP loan

No 401(k) filing

No reported financials

Company website

Owner named

Compared with similar businesses nearby

Business	Est. revenue	Est. profit	Distance
Argent Trust Oklahoma (formerly Heritage Trust) this business	—	—	—
New York Life Insurance Ponca City	$806K	$310K	0.0 mi
BenefitPRO Solutions Ponca City	$806K	$310K	0.0 mi
Heritage Trust Company Ponca City	$1.1M	$439K	0.0 mi
MIRES CONSULTING GROUP L.L.C. Ponca City · 4 employees	$1.9M	$669K	0.0 mi
Caitlyn M Fox Ponca City	$1.1M	$439K	0.1 mi
Alliance Insurance Group, A Division of World Insurance Associates LLC Ponca City	$806K	$310K	0.1 mi

The full calculation

Revenue range	— – —
EBITDA range	— – —
Industry (NAICS)	Finance and insurance (52)

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

Founded 1998 by J. Harvie Roe

“Prior to operating under the Argent brand name, our Oklahoma City group did business as Heritage Trust Company, which was founded in 1998 and combined with Argent in 2015.”

Leadership

AM
Ashley Minnich-Jarroush
Executive Assistant to the President & CEO Office Manager · Company website · source
BB
Beau Bussey
Investment Analyst · Company website · source
BH
Brooke Henderson, J.D., CFP®
Vice President, Relationship Manager · Company website · source
BC
Bruce Carson, CPA
Senior Vice President & Relationship Manager · Company website · source
DC
David Cox, J.D.
Trust Officer · Company website · source
DS
Deidre S. Waltz, CFP®, CIMA®, CPWA®
Senior Vice President, Relationship Manager · Company website · source
GO
Glenda Osei
Vice President, Operations Manager · Company website · source
JH
J. Harvie Roe
CEO Argent Trust Oklahoma-Tulsa · Company website · source
JP
Jacob Purdum J.D.
Trust Officer · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Argent Trust Oklahoma (formerly Heritage Trust)

Argent Trust Oklahoma (formerly Heritage Trust) is a finance and insurance company in Ponca City, Oklahoma, in business since 1998. It is owned by Kyle McDonald (CEO). It is a location of Argent Trust Oklahoma (formerly Heritage Trust).

Common questions

Who owns Argent Trust Oklahoma (formerly Heritage Trust)?: Argent Trust Oklahoma (formerly Heritage Trust) is owned by Kyle McDonald (CEO), according to public sources such as the company's website or filings.
When was Argent Trust Oklahoma (formerly Heritage Trust) founded?: Argent Trust Oklahoma (formerly Heritage Trust) has been in business since 1998.