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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-30 |
Branch Locations
1600 Broadway 1St, 3Rd, 4Th, 15Th Fls. & Ste. 1800, Denver, CO 80202 • United States
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-27 |
Branch Locations
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cobiz Wealth | Denver | CO | 02/2016 | 08/2019 |
| The Milestone Group, Inc | Denver | CO | 06/2019 | 08/2019 |
| Umb Bank | Denver | CO | 08/2019 | 11/2024 |
| Umb Financial Services Inc | Denver | CO | 02/2024 | 11/2024 |
| The Huntington Investment Company | Columbus | OH | 11/2024 | 10/2025 |
| The Huntington National Bank | Denver | CO | 11/2024 | 10/2025 |
| Bokf, Na | Denver | CO | 10/2025 | Present |
| Bok Financial Securities, Inc. | Denver | CO | 10/2025 | Present |
| Bok Financial Private Wealth, Inc. | Denver | CO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-25 |
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