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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
777 Main St. Ste. 3500, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 06/2011 | 05/2021 |
| Jpmorgan Chase Bank | Dallas | TX | 06/2011 | 05/2021 |
| Primrose Partners, Ltd | Fort Worth | TX | 01/1997 | 08/2021 |
| N/A - Unemployed | Dallas | TX | 05/2021 | 08/2021 |
| Bok Financial Securities, Inc. | Fort Worth | TX | 08/2021 | Present |
| Bokf, Na | Fort Worth | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-10 |
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