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Bok Financial Private Wealth, Inc. CRD 106733
$3.72B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-01-10 |
| CO | RA | APPROVED | 2019-10-09 |
| TX | RA | APPROVED | 2019-10-09 |
Branch Locations
777 Main Street Suite 3500, Ft Worth, TX 76102 • United States
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-03-16 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
777 Main St. Ste. 3500, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bokf, Na | Fort Worth | TX | 03/2011 | Present |
| Bok Financial Securities, Inc. | Fort Worth | TX | 03/2011 | Present |
| Bok Financial Private Wealth, Inc | Fort Worth | TX | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-09 |
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