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

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-03
  • TX RA
    APPROVED
    Since 2025-07-03

Branch Locations

5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States

Bok Financial Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

5601 Granite Parkway Stes. 400 & 1300, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 04/2016 04/2018
Bank Of America, N.A. New York NY 03/2018 06/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 05/2018 06/2025
Bok Financial Securities, Inc. Plano TX 06/2025 Present
Bokf, Na Plano TX 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-14
S65 Uniform Investment Adviser Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2015-04-14
  • S65 Uniform Investment Adviser Law Examination
    2015-04-09
Designations
Other Names
  • Nora Calderon Gil
  • Nora Calderon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor