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Kathryn Evangeline Willis

Bok Financial Securities, Inc.

Tulsa, OK

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Current Employers
Bok Financial Securities, Inc.

One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-03-05
  • OK RA
    APPROVED
    Since 2024-03-05

Branch Locations

One Williams Center, Tulsa, OK 74172 • 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
Bok Financial Securities, Inc. Tulsa OK 09/2014 12/2022
Bokf, Na Tulsa OK 09/2014 12/2022
Jpmorgan Chase Bank, Na Tulsa OK 01/2023 02/2024
Jpmorgan Securities Llc Tulsa OK 01/2023 02/2024
Bok Financial Securities, Inc. Tulsa OK 03/2024 Present
Bokf, Na Tulsa OK 03/2024 Present
  • 09/2014 → 12/2022
    Tulsa, OK
  • 09/2014 → 12/2022
    Bokf, Na
    Tulsa, OK
  • 01/2023 → 02/2024
    Jpmorgan Chase Bank, Na
    Tulsa, OK
  • 01/2023 → 02/2024
    Jpmorgan Securities Llc
    Tulsa, OK
  • 03/2024 → Present
    Tulsa, OK
  • 03/2024 → Present
    Bokf, Na
    Tulsa, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-01
S63 Uniform Securities Agent State Law Examination 2011-06-14
  • S66 Uniform Combined State Law Examination
    2013-10-01
  • S63 Uniform Securities Agent State Law Examination
    2011-06-14
Other Names
  • Katie Evangeline Dinsmore
  • Kathryn Evangeline Dinsmore
  • Katie Evangeline Iwata
  • Kathryn Evangeline Iwata
  • Katie Evangeline Willis

View on SEC IAPD

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