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Current Employers
Bok Financial Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-27
  • TX RA
    APPROVED
    Since 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

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
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
  • 06/2011 → 05/2021
    J.P. Morgan Securities Llc
    Dallas, TX
  • 06/2011 → 05/2021
    Jpmorgan Chase Bank
    Dallas, TX
  • 01/1997 → 08/2021
    Primrose Partners, Ltd
    Fort Worth, TX
  • 05/2021 → 08/2021
    N/A - Unemployed
    Dallas, TX
  • 08/2021 → Present
    Fort Worth, TX
  • 08/2021 → Present
    Bokf, Na
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-17
S63 Uniform Securities Agent State Law Examination 2011-12-10
  • S65 Uniform Investment Adviser Law Examination
    2023-11-17
  • S63 Uniform Securities Agent State Law Examination
    2011-12-10
Other Names
  • Brad Thomas Beeson

View on SEC IAPD

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