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Robert Logan Burnam

Bok Financial Private Wealth, Inc.

Houston, TX

Cavanal Hill Investment Management, Inc.

Houston, TX

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Current Employers
Bok Financial Private Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-06-09
OK RA APPROVED 2022-06-09
TX RA APPROVED 2022-06-09
  • CO RA
    APPROVED
    Since 2022-06-09
  • OK RA
    APPROVED
    Since 2022-06-09
  • TX RA
    APPROVED
    Since 2022-06-09

Branch Locations

1401 Mckinny Drive Suite Suite 1000, Houston, TX 77010 • United States

Cavanal Hill Investment Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2021-12-21
NC RA APPROVED 2021-12-20
IL RA APPROVED 2021-12-17
CT RA APPROVED 2021-12-16
GA RA APPROVED 2021-12-14
NH RA APPROVED 2021-12-14
KS RA APPROVED 2021-12-13
LA RA APPROVED 2021-12-13
ND RA APPROVED 2021-12-13
OK RA APPROVED 2021-12-13
SC RA APPROVED 2021-12-13
AR RA APPROVED 2021-12-10
CO RA APPROVED 2021-12-10
MI RA APPROVED 2021-12-10
MO RA APPROVED 2021-12-10
NE RA APPROVED 2021-12-10
PA RA APPROVED 2021-12-10
WV RA APPROVED 2021-12-10
AL RA APPROVED 2021-12-09
CA RA APPROVED 2021-12-09
NM RA APPROVED 2021-12-09
TX RA APPROVED 2021-12-09
UT RA APPROVED 2021-12-09
  • AK RA
    APPROVED
    Since 2021-12-21
  • NC RA
    APPROVED
    Since 2021-12-20
  • IL RA
    APPROVED
    Since 2021-12-17
  • CT RA
    APPROVED
    Since 2021-12-16
  • GA RA
    APPROVED
    Since 2021-12-14
  • NH RA
    APPROVED
    Since 2021-12-14
  • KS RA
    APPROVED
    Since 2021-12-13
  • LA RA
    APPROVED
    Since 2021-12-13
  • ND RA
    APPROVED
    Since 2021-12-13
  • OK RA
    APPROVED
    Since 2021-12-13
  • SC RA
    APPROVED
    Since 2021-12-13
  • AR RA
    APPROVED
    Since 2021-12-10
  • CO RA
    APPROVED
    Since 2021-12-10
  • MI RA
    APPROVED
    Since 2021-12-10
  • MO RA
    APPROVED
    Since 2021-12-10
  • NE RA
    APPROVED
    Since 2021-12-10
  • PA RA
    APPROVED
    Since 2021-12-10
  • WV RA
    APPROVED
    Since 2021-12-10
  • AL RA
    APPROVED
    Since 2021-12-09
  • CA RA
    APPROVED
    Since 2021-12-09
  • NM RA
    APPROVED
    Since 2021-12-09
  • TX RA
    APPROVED
    Since 2021-12-09
  • UT RA
    APPROVED
    Since 2021-12-09

Branch Locations

1401 Mckinny Drive Suite 1000, Houston, TX 77010 • 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
OrganizationCityStateFromTo
Bok Financial Securities, Inc. League City TX 05/2014 Present
Bok Financial Asset Management, Inc Houston TX 12/2015 12/2021
Bokf, Na League City TX 05/2014 Present
Cavanal Hill Investment Management, Inc Tulsa OK 12/2021 Present
  • 05/2014 → Present
    Bok Financial Securities, Inc.
    League City, TX
  • 12/2015 → 12/2021
    Bok Financial Asset Management, Inc
    Houston, TX
  • 05/2014 → Present
    Bokf, Na
    League City, TX
  • 12/2021 → Present
    Cavanal Hill Investment Management, Inc
    Tulsa, OK
Previous Registrations
  • 2003-03-27 → 2021-12-14
    Bok Financial Asset Management, Inc.
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-03-17
S65 Uniform Investment Adviser Law Examination 2001-02-15
  • S63 Uniform Securities Agent State Law Examination
    2005-03-17
  • S65 Uniform Investment Adviser Law Examination
    2001-02-15

View on SEC IAPD

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