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Daniel Brownlow

Bok Financial Securities, Inc.

Oklahoma City, OK

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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 2024-07-15
  • OK RA
    APPROVED
    Since 2024-07-15

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 Dba Bank Of Oklahoma Tulsa OK 01/2018 05/2019
Bokf, Na Dba Bank Of Oklahoma Tulsa OK 01/2013 12/2017
Bokf, Na Tulsa OK 06/2019 11/2021
Bok Financial Securities, Inc. Tulsa OK 06/2019 11/2021
Avantax Investment Services, Inc. Dallas TX 12/2021 06/2024
Avantax Advisory Services Dallas TX 12/2021 06/2024
Bok Financial Securities, Inc. Oklahoma City OK 07/2024 Present
Bokf, Na Oklahoma City OK 07/2024 Present
  • 01/2018 → 05/2019
    Bokf, Na Dba Bank Of Oklahoma
    Tulsa, OK
  • 01/2013 → 12/2017
    Bokf, Na Dba Bank Of Oklahoma
    Tulsa, OK
  • 06/2019 → 11/2021
    Bokf, Na
    Tulsa, OK
  • 06/2019 → 11/2021
    Bok Financial Securities, Inc.
    Tulsa, OK
  • 12/2021 → 06/2024
    Avantax Investment Services, Inc.
    Dallas, TX
  • 12/2021 → 06/2024
    Avantax Advisory Services
    Dallas, TX
  • 07/2024 → Present
    Bok Financial Securities, Inc.
    Oklahoma City, OK
  • 07/2024 → Present
    Bokf, Na
    Oklahoma City, OK
Previous Registrations
  • 2021-12-14 → 2024-07-10
    Avantax Advisory Services
    Dallas, TX
    Owasso, OK
    Collinsville, OK
    Yukon, OK
  • 2020-03-06 → 2021-12-01
    Bok Financial Securities, Inc.
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-06
  • S66 Uniform Combined State Law Examination
    2020-03-06
Other Names
  • Daniel Luke Brownlow

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
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UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
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