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Current Employers
Bok Financial Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2019-05-14
  • OK RA
    APPROVED
    Since 2019-05-14

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
Bokf, Na Oklahoma City OK 04/2019 Present
Boa New York NY 11/2018 02/2019
Morgan Stanley New York NY 02/2016 10/2018
Bok Financial Securities, Inc. Oklahoma City OK 04/2019 Present
  • 04/2019 → Present
    Bokf, Na
    Oklahoma City, OK
  • 11/2018 → 02/2019
    Boa
    New York, NY
  • 02/2016 → 10/2018
    Morgan Stanley
    New York, NY
  • 04/2019 → Present
    Oklahoma City, OK
Other Businesses

1) Name: Rental property Location: private residential Oklahoma City, OK 73116 Investment related (y/n): n Start date: November 2025 Position held: property owner Nature of outside business: rental property Hrs/mo: 0 Hrs/mo during securities trading: 0 Brief description of duties: collect rent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17
Designations
Other Names
  • Cameron Joseph Bertelli
  • Cameron Bertelli

View on SEC IAPD

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