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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Edina | MN | 11/2014 | 03/2017 |
| Raymond James & Associates | Edina | MN | 03/2017 | 11/2018 |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 11/2018 | 12/2020 |
| Bokf, Na | Tulsa | OK | 12/2020 | Present |
| Bok Financial Securities, Inc. | Tulsa | OK | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-18 |
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