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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-09-17 |
Branch Locations
12112 Metcalf Ave., Overland Park, KS 66213 • United States
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
One Williams Center, Tulsa, OK 74172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 06/2014 | 11/2017 |
| Bank Of America N.A. | Tulsa | OK | 11/2014 | 11/2017 |
| Bancwest Investment Services | Tulsa | OK | 11/2017 | 09/2018 |
| Bank Of The West | Tulsa | OK | 11/2017 | 09/2018 |
| Bok Financial Securities, Inc. | Oklahoma City | OK | 09/2018 | Present |
| Bokf, Na | Oklahoma City | OK | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-15 |
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