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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-06-16 |
Branch Locations
401 E. Broadway St., Sand Springs, OK 74063 • United States
4407 S. 33Rd West Ave., Tulsa, OK 74107 • United States
1520 North 9Th Street, Broken Arrow`, OK 74012 • United States
11111 E. 81St Street, Tulsa, OK 74133 • United States
3037 S. Garnett, Tulsa, OK 74129 • United States
One Williams Center, Tulsa, OK 74172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Tulsa | OK | 07/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 07/2016 | 06/2017 |
| Bok Financial Securities, Inc. | Sand Springs | OK | 06/2017 | Present |
| Bokf, Na | Sand Springs | OK | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-12 |
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