Best Investors Account Sign in
Current Employers
Bok Financial Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-02-13
  • OK RA
    APPROVED
    Since 2023-02-13

Branch Locations

499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • 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
Commercial Cleaning Serv. Edmond OK 11/2012 11/2016
Bokf, Na Edmond OK 11/2015 12/2016
Bok Financial Securities, Inc. Oklahoma City OK 12/2016 07/2017
Suntrust Bank Sarasota FL 07/2017 10/2017
Suntrust Investment Services, Inc. Atlanta FL 07/2017 10/2017
Bok Financial Securities, Inc. Oklahoma City OK 11/2017 06/2021
Bokf, Na Oklahoma City OK 11/2017 06/2021
Arvest Wealth Management Oklahoma City OK 07/2021 02/2023
Arvest Bank Oklahoma City OK 07/2021 02/2023
Bok Financial Securities, Inc. Oklahoma City OK 02/2023 Present
Bokf, Na Oklahoma City OK 02/2023 Present
  • 11/2012 → 11/2016
    Commercial Cleaning Serv.
    Edmond, OK
  • 11/2015 → 12/2016
    Bokf, Na
    Edmond, OK
  • 12/2016 → 07/2017
    Oklahoma City, OK
  • 07/2017 → 10/2017
    Suntrust Bank
    Sarasota, FL
  • 07/2017 → 10/2017
    Suntrust Investment Services, Inc.
    Atlanta, FL
  • 11/2017 → 06/2021
    Oklahoma City, OK
  • 11/2017 → 06/2021
    Bokf, Na
    Oklahoma City, OK
  • 07/2021 → 02/2023
    Oklahoma City, OK
  • 07/2021 → 02/2023
    Arvest Bank
    Oklahoma City, OK
  • 02/2023 → Present
    Oklahoma City, OK
  • 02/2023 → Present
    Bokf, Na
    Oklahoma City, OK
Previous Registrations
Other Businesses

1) Name: Oklahoma City University Location: Oklahoma City, OK Investment related (y/n): n Start date: 10/2023 Position held: Adjunct Professor at Meinders Business School at OCU Nature of outside business: educational Hrs/mo: 12 Hrs/mo during securities trading: 0 Brief description of duties: adjunct professor, teaching 2) Name: Mercy School Institute Location: 14001 N. Harvey Ave., Edmond, OK 73013 Investment related (y/n): n Start date: 11/2023 Position held: Tuition coordinator Nature of outside business: Private school K-12 Hrs/mo: 10 Hrs/mo during securities trading: 0 Brief description of duties: keeping track of tuition discounts given to parents and making sure they satisfy the requirements to qualify for the discounts. Answer the occasional parent question 3) Name: Oklahoma City Community College Location: 7777 S. May Ave., Oklahoma City, OK 73159 Investment related (y/n): n Start date: 02/2024 Position held: Adjunct Nature of outside business: higher education Hrs/mo: 12 Hrs/mo during securities trading: 0 Brief description of duties: adjunct instructor, no investment advice, only education 4) Name: Rental property Location: private residential address Edmond, OK 73003 Investment related (y/n): n Start date: December 2024 Position held: landlord Nature of outside business: rental property Hrs/mo: 0 Hrs/mo during securities trading: 0 Brief description of duties: manage rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-24
S63 Uniform Securities Agent State Law Examination 2012-09-21
  • S66 Uniform Combined State Law Examination
    2018-09-24
  • S63 Uniform Securities Agent State Law Examination
    2012-09-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor