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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-11-30 |
Branch Locations
One Williams Center, Tulsa, OK 74172 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2016 | 09/2017 |
| Northwestern Mutual Investment Services Llc | Tulsa | OK | 04/2017 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | 11/2017 |
| Bok Financial Securities, Inc. | Tulsa | OK | 11/2017 | 06/2019 |
| Bokf, Na | Tulsa | OK | 11/2017 | 06/2019 |
| Sky Fitness | Tulsa | OK | 09/2016 | 02/2017 |
| Bok Financial | Tulsa | OK | 07/2019 | 01/2021 |
| Bokf, Na | Tulsa | OK | 01/2021 | Present |
| Bok Financial Securities, Inc. | Tulsa | OK | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-10 |
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