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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 2026-06-10
TX RA APPROVED 2026-06-09
  • CO RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

777 Main Street Suite 3500, Fort Worth, TX 76102 • 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
Northern Trust Securities, Inc. Fort Worth TX 01/2025 01/2026
Northern Trust Fort Worth TX 01/2014 01/2026
Bok Financial Securities, Inc. Fort Worth TX 01/2026 05/2026
Bokf, Na Fort Worth TX 01/2026 Present
Bok Financial Private Wealth, Inc. Fort Worth TX 05/2026 Present
  • 01/2025 → 01/2026
    Northern Trust Securities, Inc.
    Fort Worth, TX
  • 01/2014 → 01/2026
    Northern Trust
    Fort Worth, TX
  • 01/2026 → 05/2026
    Bok Financial Securities, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    Bokf, Na
    Fort Worth, TX
  • 05/2026 → Present
    Fort Worth, TX
Previous Registrations
  • 2008-10-01 → 2012-05-15
    Fort Worth, TX
  • 2007-06-07 → 2008-10-01
    J.P. Morgan Securities Inc.
    Fort Worth, TX
  • 2006-03-01 → 2006-06-20
    Banc One Securities Corporation
    Shreveport, LA
Other Businesses

Communities in Schools Greater Tarrant County non investment related 6660 Hawks Creek Ave Fort Worth, TX 76114 Partnering with school districts by placing social workers & licensed mental health counselors directly in the schools to increase graduation rates Board Member August 2016 6 hours a month Board member participating in discussions related to staffing, budgets, and business development ACH Child & Family Services non investment related 3712 Wichita St. Fort Worth, TX Public/Private partnership with state and the foster care system Board Member February 2024 6 hours a month Board member participating in discussions related to staffing, budgets, and business development Texas Health Resources non investment related 612 E Lamar Blvd Arlington, TX 76011 Determining when/how/where new hospitals, urgent care clinics, surgery centers, hospital renovations/additions are built based on current and projected budget dollars, market share, and population growth in the greater DFW metroplex Committee member of the Finance Committee November 2024 6 hours a month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
S63 Uniform Securities Agent State Law Examination 2025-05-01
S66 Uniform Combined State Law Examination 2006-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
  • S63 Uniform Securities Agent State Law Examination
    2025-05-01
  • S66 Uniform Combined State Law Examination
    2006-02-28
Other Names
  • Leah Beth Hudson

View on SEC IAPD

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