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CRD 5452865
Bok Financial Securities, Inc. CRD 17530
$1.06B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-15 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
333 W. Campbell 1St & 2Nd Floors, Richardson, TX 75080 • United States
7600 W. Northwest Highway, Dallas, TX 75225 • United States
851 N. Macarthur, Coppell, TX 75019 • United States
4306 Broadway, San Antonio, TX 78209 • United States
8255 Walnut Hill Lane, Dallas, TX 75231 • United States
6201 Hillcrest Ave., Dallas, TX 75205 • United States
4262 Live Oak, Dallas, TX 75204 • United States
6701 Preston Rd., Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 06/2011 | 11/2020 |
| Tiaa | Austin | TX | 06/2011 | 11/2020 |
| Unemployed | Denton | TX | 12/2020 | 12/2020 |
| Jpmorgan Chase Bank Na | Irving | TX | 01/2021 | 09/2021 |
| Jpmorgan Securities, Llc | Irving | TX | 01/2021 | 09/2021 |
| Bok Financial Securities, Inc. | Dallas | TX | 10/2021 | Present |
| Bokf, Na | Dallas | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-24 |
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