Kelcy T Flores

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-07-09
TX	RA	APPROVED	2026-07-09

OK RA
APPROVED

Since 2026-07-09
TX RA
APPROVED

Since 2026-07-09

Branch Locations

2222 South Utica Place Suite 100, Tulsa, OK 74104 • 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

Organization	City	State	From	To
Capital Advisors, Inc.	Tulsa	OK	04/2018	06/2026
Bank Of Oklahoma	Tulsa	OK	01/2014	01/2018
Corient	Tusla	OK	06/2026	Present
Corient Services Llc	Miami	FL	06/2026	Present

04/2018 → 06/2026

Capital Advisors, Inc.

Tulsa, OK
01/2014 → 01/2018

Bank Of Oklahoma

Tulsa, OK
06/2026 → Present

Corient

Tusla, OK
06/2026 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2018-04-10 → 2026-07-17

Capital Advisors, Inc.

Tulsa, OK
2014-12-13 → 2017-01-23

Bok Financial Securities, Inc.

Tulsa, OK

Other Businesses

Street School Board of Directors; No; 1135 S. Yale Ave. Tulsa, OK 74112; Non-profit alternative edu and counseling for underprivileged high school students; Board Member, Finance committee member; 8/2021; 2; 1; Primarily attending board meetings.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-12-13

S65 Uniform Investment Adviser Law Examination

2014-12-13

Designations

Other Names

Kelcy Lynn Tefft

View on SEC IAPD