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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-11-30 |
Branch Locations
12052 S. Memorial, Bixby, OK 74008 • United States
2100 W. Houston, Broken Arrow, OK 74012 • United States
3815 Se Frank Phillips Blvd., Bartlesville, OK 74006 • United States
9580 N. Garnett, Owasso, OK 74055 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 10/2014 | 10/2017 |
| Bank Of America, N.A. | Tulsa | OK | 10/2014 | 10/2017 |
| Minnesota Life Insurance Co | St. Paul | MN | 09/2017 | 11/2020 |
| Securian Financial Services Inc | St. Paul | MN | 10/2017 | 11/2020 |
| Securian Advisors Mid America | Tulsa | OK | 10/2017 | 11/2020 |
| Midfirst Bank | Tulsa | OK | 11/2020 | 11/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2020 | 11/2022 |
| Cetera Investment Advisers Llc | Tulsa | OK | 11/2020 | 11/2022 |
| Bok Financial Securities, Inc. | Tulsa | OK | 11/2022 | Present |
| Bokf, Na | Tulsa | OK | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-10 |
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