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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-01 |
Branch Locations
7900 Northfield Blvd., Denver, CO 80238 • United States
1600 W. Mineral Ave., Littleton, CO 80120 • United States
15710 W. Colfax Ave., Golden, CO 80401 • United States
19201 E. Main St., Parker, CO 80134 • United States
3610 E. First Ave., Denver, CO 80206 • United States
One Williams Center, Tulsa, OK 74172 • United States
15490 E. Hampden Ave., Aurora, CO 80013 • United States
14575 E. Alameda Ave., Aurora, CO 80012 • United States
201 Wadsworth Blvd., Lakewood, CO 80226 • United States
17821 Cottonwood Dr., Parker, CO 80134 • United States
9561 S. University Blvd., Highlands Ranch, CO 80126 • United States
1600 Broadway 1St, 3Rd, 4Th, 15Th Fls. & Ste. 1800, Denver, CO 80202 • United States
8095 E. Belleview Ave. Ste. 210, Englewood, CO 80111 • United States
2025 Pearl St., Boulder, CO 80302 • United States
5910 S. University Blvd., Greenwood Village, CO 80121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Richmond | VA | 08/2016 | 09/2018 |
| Bb&T Securities, Llc | Chesterfield | VA | 09/2018 | 04/2021 |
| Truist Investment Services, Inc. | Chesterfield | VA | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Fidelity Investments | Midlothian | VA | 04/2021 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 06/2024 | 06/2026 |
| Bok Financial Securities, Inc. | Denver | CO | 06/2026 | Present |
| Bokf, Na | Denver | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
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