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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2016-10-11 |
Branch Locations
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
One Williams Center, Tulsa, OK 74172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Oklahoma City | OK | 07/2002 | Present |
| Bokf, Na | Oklahoma City | OK | 07/2002 | Present |
NAME: AQUINAS PARTNERS, LLC ADDRESS: Oklahoma City, OK INVESTMENT RELATED (Y/N): Y START DATE: CONFIRM Approximately June 1, 2004 POSITION HELD: 50% PARTNER NATURE OF OUTSIDE BUSINESS: PARTNERSHIP HRS/MO: 0 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: FORMED FOR THE SOLE PURPOSE OF MAKING A REAL ESTATE INVESTMENT IN DOUGLAS RANCH, LLC A MASTER PLANNED COMMUNITY IN BUCKEYE, AZ NAME: Downtown Oklahoma City Partnership (DOKC) ADDRESS: 211 N. Robinson, Suite 225, Oklahoma City, OK, 73102 INVESTMENT RELATED (Y/N): N START DATE: 11/9/2023 POSITION HELD: Board Member NATURE OF OUTSIDE BUSINESS: Non-Profit Organization created to manage and market the Business Improvement District in Downtown OKC. HRS/MO: 3 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: Board members serve as advocates, coordinators, facilitators, and communicators for downtown revitalization. DOKC's mission is to create and champion a vibrant and diverse downtown through placemaking, advocacy, and promotion. It is a non-compensation position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-02 |
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