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David Charles Sego

Bok Financial Private Wealth, Inc.

Dallas, TX

CRD 4541939

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Employer firm

Bok Financial Private Wealth, Inc. CRD 106733

$3.72B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bok Financial Private Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-08-04
CO RA APPROVED 2019-12-17
TX RA APPROVED 2016-04-20
  • OK RA
    APPROVED
    Since 2023-08-04
  • CO RA
    APPROVED
    Since 2019-12-17
  • TX RA
    APPROVED
    Since 2016-04-20

Branch Locations

5956 Sherry Lane Suite 900, Dallas, TX 75225 • 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
Weaver And Tidwell Financial Advisors, Ltd. Dallas TX 06/2000 Present
Weaver Tidwell Capital, Llc Dallas TX 03/2007 09/2016
The Milestone Group, Inc. Denver CO 03/2016 Present
  • 06/2000 → Present
    Weaver And Tidwell Financial Advisors, Ltd.
    Dallas, TX
  • 03/2007 → 09/2016
    Weaver Tidwell Capital, Llc
    Dallas, TX
  • 03/2016 → Present
    The Milestone Group, Inc.
    Denver, CO
Previous Registrations
  • 2000-10-11 → 2016-11-30
    Weaver Wealth Management
    Dallas, TX
Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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