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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-01-12 |
Branch Locations
3815 Se Frank Phillips Blvd., Bartlesville, OK 74006 • United States
6036 South Yale, Tulsa, OK 74135 • United States
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bartlesville | OK | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bartlesville | OK | 11/2016 | 01/2022 |
| Bok Financial Securities, Inc. | Tulsa | OK | 01/2022 | Present |
| Bokf, Na | Tulsa | OK | 01/2022 | Present |
1)Name: Grand Sales 2 Location: private residential address Bartlesville, OK 74006 Investment related (y/n): n Start date: July 2024 Position held: Owner Nature of outside business: eCommerce Hrs/mo: 10 Hrs/mo during securities trading: 0 Brief description of duties: sales of private label products on Amazon
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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