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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-03-18 |
Branch Locations
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Oklahoma City | OK | 02/2009 | Present |
| Bokf, Na | Oklahoma City | OK | 02/2009 | Present |
1) NAME: SWIGGETT SUITES, LLC ADDRESS: ENID, OK 73703 INVESTMENT RELATED (Y/N): N START DATE: 02/2017 POSITION HELD: OWNER NATURE OF OUTSIDE BUSINESS: RENTAL PROPERTY HRS/MO: 1 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: THIS IS A PROPERTY I INHERITED AND AM 50% WITH MY SISTER. WE PLAN TO RENT THE PROPERTY. 2) Name: Pivotal Real Estate Solutions, Inc. Location: private residential Edmond, OK 73012 Investment related (y/n): Y Start date: 08/2023 Position held: member Nature of outside business: Real Estate Hrs/mo: 4 Hrs/mo during securities trading: 0 Brief description of duties: sell and/or rent property out 3) Name: Ambassador Holdings Group, LLC Location: 3000 W. Memorial Rd., Stes 123; 108, Oklahoma City, OK 73120 Investment related (y/n): N Start date: 08/2023 Position held: member Nature of outside business: rental property Hrs/mo: 1 Hrs/mo during securities trading: 0 Brief description of duties: rent property out
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-17 |
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