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Gregory Donelson Carlin

Bok Financial Private Wealth, Inc.

Denver, CO

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Current Employers
Bok Financial Private Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-08-07
TX RA APPROVED_RES 2022-07-07
CO RA APPROVED 2019-03-21
  • OK RA
    APPROVED
    Since 2023-08-07
  • TX RA
    APPROVED_RES
    Since 2022-07-07
  • CO RA
    APPROVED
    Since 2019-03-21

Branch Locations

1600 Broadway 4Th Floor, Denver, CO 80202 • 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
The Milestone Group, Inc Denver CO 02/2019 Present
Bessmer Trust Company Denver CO 04/2011 02/2019
  • 02/2019 → Present
    The Milestone Group, Inc
    Denver, CO
  • 04/2011 → 02/2019
    Bessmer Trust Company
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-21
  • S65 Uniform Investment Adviser Law Examination
    2019-03-21

View on SEC IAPD

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