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Leslie Jo Lukens Martin

Cavanal Hill Investment Management, Inc.

Plano, TX

CRD 6013505

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Employer firm

Cavanal Hill Investment Management, Inc. CRD 110774

$15.2B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Cavanal Hill Investment Management, Inc.

One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2013-05-03
AR RA APPROVED 2012-11-27
CO RA APPROVED 2012-11-27
KS RA APPROVED 2012-11-27
MO RA APPROVED 2012-11-27
NM RA APPROVED 2012-11-27
OK RA APPROVED 2012-03-08
TX RA APPROVED 2012-03-08
  • AZ RA
    APPROVED
    Since 2013-05-03
  • AR RA
    APPROVED
    Since 2012-11-27
  • CO RA
    APPROVED
    Since 2012-11-27
  • KS RA
    APPROVED
    Since 2012-11-27
  • MO RA
    APPROVED
    Since 2012-11-27
  • NM RA
    APPROVED
    Since 2012-11-27
  • OK RA
    APPROVED
    Since 2012-03-08
  • TX RA
    APPROVED
    Since 2012-03-08

Branch Locations

5601 Granite Parkway 13Th Floor, Plano, TX 75024 • 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
Cavanal Hill Tulsa OK 07/2011 Present
Bok Financial Securities, Inc. Richardson TX 07/2011 Present
Bokf, Na Richardson TX 07/2011 Present
  • 07/2011 → Present
    Cavanal Hill
    Tulsa, OK
  • 07/2011 → Present
    Bok Financial Securities, Inc.
    Richardson, TX
  • 07/2011 → Present
    Bokf, Na
    Richardson, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-07
  • S65 Uniform Investment Adviser Law Examination
    2012-03-07
Other Names
  • Leslie Jo Lukens
  • Leslie Jo Martin
  • Leslie Jo Lukens Martin
  • Leslie Jo Martin Lukens

View on SEC IAPD

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