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1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
777 Main St. Ste. 3500, Fort Worth, TX 76102 • United States
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
777 Main St. Ste. 3500, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Brokerage Services Inc | Fort Worth | TX | 04/2014 | 08/2018 |
| Frost Bank | Fort Worth | TX | 11/2013 | 08/2018 |
| Frost Investment Services | Fort Worth | TX | 06/2017 | 08/2018 |
| Bank Of Texas | Fort Worth | TX | 08/2018 | 04/2025 |
| Bok Financial Securities, Inc. | Fort Worth | TX | 04/2025 | Present |
| Bokf, Na | Fort Worth | TX | 04/2025 | Present |
| Bok Financial Private Wealth, Inc. | Fort Worth | TX | 10/2025 | Present |
1) Name: Medford Minerals LP Location: private residential address Fort Worth, TX Investment related (y/n): n Start date: Position held: 7% owner Nature of outside business: mineral rights Hrs/mo: .5 Hrs/mo during securities trading: 0 Brief description of duties: compile financial information for tax reasons 2) Name: Colonial Country Club Location: 3735 Country Club Cir., Fort Worth, TX 76109 Investment related (y/n): N Start date: May 2025 Position held: Board of Governors member Nature of outside business: social club Hrs/mo: 10 Hrs/mo during securities trading: 0 Brief description of duties: provide strategic direction for operations of club 3)Name: Colonial Women's Golf Assoc Location: 3735 Country Club Cir, Fort Worth, TX 76109 Investment related (y/n): N Start date: May 2025 Position held: Secretary Nature of outside business: social organization to promote women's golf at Colonial Country Club Hrs/mo: Hrs/mo during securities trading: Brief description of duties: 4) Name: Cook Children's Health Foundation Planned Giving Advisory Council Location: 801 7th Ave, Fort Worth, TX 76104 Investment related (y/n): n Start date: June 2025 Position held: Council member Nature of outside business: charitable foundation associated with a local children's hospital Hrs/mo: 0 Hrs/mo during securities trading: 0 Brief description of duties: resource for their donor pool
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-14 |
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