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Zachary M Robinson

Bok Financial Securities, Inc.

Oklahoma City, OK

CRD 5344056

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Employer firm

Bok Financial Securities, Inc. CRD 17530

$1.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bok Financial Securities, Inc.

One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2010-09-09
  • OK RA
    APPROVED
    Since 2010-09-09

Branch Locations

499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • 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
Bokf, Na Oklahoma City OK 08/2010 Present
Bok Financial Securities, Inc. Oklahoma City OK 08/2010 Present
Previous Registrations
  • 2008-08-21 → 2010-08-24
    Geary Securities, Inc.
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-21
  • S66 Uniform Combined State Law Examination
    2007-06-21
Other Names
  • Zachary Michael Robinson

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
LPL FINANCIAL LLC

Nearby Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK

More in Oklahoma City, OK

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