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1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-28 |
| OK | RA | APPROVED | 2023-10-03 |
| CO | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED | 2023-09-26 |
Branch Locations
5601 Granite Parkway 13Th Floor, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 05/2017 | 01/2021 |
| Northwestern Mutual | Houston | TX | 05/2016 | 09/2016 |
| Rice University | Houston | TX | 05/2012 | 12/2016 |
| Sewell Automotive | Dallas | TX | 01/2017 | 04/2017 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 09/2023 |
| Bok Financial Securities, Inc. | Plano | TX | 09/2023 | Present |
| Bokf, Na | Plano | TX | 09/2023 | Present |
| Bok Financial Private Wealth, Inc. | Plano | TX | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-09 |
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