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Kayla Jo Smiley

Bok Financial Private Wealth, Inc.

Ft Worth, TX

Bok Financial Securities, Inc.

Plano, TX

Fort Worth, TX

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Current Employers
Bok Financial Private Wealth, Inc.

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-01-10
CO RA APPROVED 2019-10-09
TX RA APPROVED 2019-10-09
  • AR RA
    APPROVED
    Since 2023-01-10
  • CO RA
    APPROVED
    Since 2019-10-09
  • TX RA
    APPROVED
    Since 2019-10-09

Branch Locations

777 Main Street Suite 3500, Ft Worth, TX 76102 • United States

Bok Financial Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-03-16
  • TX RA
    APPROVED
    Since 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

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 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
Previous Registrations
  • 2010-07-29 → 2011-03-18
    Td Ameritrade, Inc.
    Southlake, TX
    Fort Worth, TX
  • 2010-07-29 → 2011-03-18
    Td Ameritrade Investment Management, Llc
    South Lake, TX
  • 2009-09-25 → 2009-10-15
    Equitable Advisors, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-09
  • S66 Uniform Combined State Law Examination
    2009-09-09
Other Names
  • Kayla J Kidwell
  • Kayla Jo Kidwell

View on SEC IAPD

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CORINNE LYNAE YELLE
JOHN CHARLES DIRIK

Other Offices

CETERA INVESTMENT ADVISERS LLC · FT WORTH, TX
CETERA INVESTMENT ADVISERS LLC · FORT WORTH, TX
EDWARD JONES · FORT WORTH, TX
CETERA INVESTMENT ADVISERS LLC · FT WORTH, TX
EDWARD JONES · FORT WORTH, TX
CETERA INVESTMENT ADVISERS LLC · FORT WORTH, TX
HIGHPEAK ENERGY MANAGEMENT, LLC · FORT WORTH, TX
BAYNES INVESTMENT COUNSEL LLC · FORT WORTH, TX

More in Ft Worth, TX

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