Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-12-09 |
| AR | RA | APPROVED | 2021-12-09 |
| CA | RA | APPROVED | 2021-12-09 |
| CO | RA | APPROVED | 2021-12-09 |
| LA | RA | APPROVED | 2021-12-09 |
| OK | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED | 2021-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Denver | CO | 02/2015 | Present |
| Bokf, Na | Denver | CO | 02/2015 | Present |
| Bok Financial Asset Management, Inc | Houston | TX | 12/2015 | 12/2021 |
| Cavanal Hill Investment Management, Inc | Tulsa | OK | 12/2021 | Present |
1)Name: Colorado Soccer Association Location: 385 Inverness Parkway, Ste. 190, Englewood, CO 80112 Investment related (y/n): n Start date: August 2024 Position held: Referee Nature of outside business: Sports Association Hrs/mo: 20 Hrs/mo during securities trading: 0 Brief description of duties: referee soccer matches
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-10 |
Reach out to this advisor