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2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-10-31 |
Branch Locations
2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 • 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. | Tulsa | OK | 03/2014 | 06/2017 |
| Bokf, Na | Tulsa | OK | 03/2014 | 06/2017 |
| Wells Fargo Clearing Services Llc | Tulsa | OK | 06/2017 | 10/2024 |
| Hogantaylor Wealth | Tulsa | OK | 10/2024 | Present |
INSURANCE AGENT; NO; SAME ADDRESS; INSURANCE PRODUCT SALES; INSURANCE AGENT; 10/2024; 5 HRS/MNTH; 5 HRS/MNTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-17 |
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