Brian Philip Quill

Current Employers

Cavanal Hill Investment Management, Inc.

One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-26
CO	RA	APPROVED	2021-12-15
OK	RA	APPROVED	2021-12-15

TX RA
APPROVED

Since 2025-09-26
CO RA
APPROVED

Since 2021-12-15
OK RA
APPROVED

Since 2021-12-15

Branch Locations

One Williams Center 15Th Floor, Tulsa, OK 74172 • United States

Bok Financial Private Wealth, Inc.

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2021-12-06
CO	RA	APPROVED	2019-05-01

OK RA
APPROVED

Since 2021-12-06
CO RA
APPROVED

Since 2019-05-01

Branch Locations

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bosc, Inc.	Houston	TX	05/2014	12/2016
Bok Financial Asset Management, Inc.,	Houston	TX	12/2015	Present
Cavanal Hill Distributors. Inc	Tulsa	OK	06/2015	Present
Cavanal Hill Investment Management, Inc	Tulsa	OK	12/2021	Present

05/2014 → 12/2016

Bosc, Inc.

Houston, TX
12/2015 → Present

Bok Financial Asset Management, Inc.,

Houston, TX
06/2015 → Present

Cavanal Hill Distributors. Inc

Tulsa, OK
12/2021 → Present

Cavanal Hill Investment Management, Inc

Tulsa, OK

Previous Registrations

2012-12-06 → 2021-12-06

Bok Financial Asset Management, Inc.

Houston, TX
2008-01-08 → 2012-11-21

The Mutual Fund Store

Mt. Pleasant, SC
2008-01-07 → 2012-11-09

The Mutual Fund Store

Harrisburg, PA
2009-07-02 → 2012-10-24

The Mutual Fund Store

Madison, WI
2007-02-19 → 2012-10-23

Financial Engines Advisor Center, Llc

Overland Park, KS

Other Businesses

1)NAME: Cavanal Hill Investment Management, Inc. ADDRESS: One Williams Center, Tulsa, OK INVESTMENT RELATED (Y/N): Y START DATE: 12/2021 POSITION HELD: VP, Investment Management Compliance NATURE OF OUTSIDE BUSINESS: Compliance management HRS/MO: 30 HRS/MO DURING SECURITIES TRADING: 2/day BRIEF DESCRIPTION OF DUTIES: Managing the corporate compliance program 2)NAME: BOK Financial Private Wealth, Inc. ADDRESS: 1600 Broadway, 3rd Floor, Denver, CO INVESTMENT RELATED (Y/N): Y START DATE: 03/2018 POSITION HELD: VP, Investment Management Compliance NATURE OF OUTSIDE BUSINESS: Compliance management HRS/MO: 30 HRS/MO DURING SECURITIES TRADING: 2/day BRIEF DESCRIPTION OF DUTIES: Managing the corporate compliance program

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-02-16
S63	Uniform Securities Agent State Law Examination	2002-11-18

S65 Uniform Investment Adviser Law Examination

2007-02-16
S63 Uniform Securities Agent State Law Examination

2002-11-18

View on SEC IAPD