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Aaron Israelite

Bok Financial Securities, Inc.

Overland Park, KS

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
KS RA APPROVED 2017-05-10
MO RA APPROVED 2017-05-10
  • KS RA
    APPROVED
    Since 2017-05-10
  • MO RA
    APPROVED
    Since 2017-05-10

Branch Locations

7101 College Blvd. 10Th Fl., Overland Park, KS 66210-4035 • United States

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
Umb Kansas City MO 03/2009 04/2017
Bok Financial Securities, Inc. Overland Park KS 05/2017 Present
Bokf, Na Overland Park KS 05/2017 Present
  • 03/2009 → 04/2017
    Umb
    Kansas City, MO
  • 05/2017 → Present
    Bok Financial Securities, Inc.
    Overland Park, KS
  • 05/2017 → Present
    Bokf, Na
    Overland Park, KS
Previous Registrations
  • 2012-01-27 → 2017-05-10
    Umb Financial Services, Inc.
    Overland Park, KS
    Kansas City, MO
    Kansas City, MO
  • 2003-08-21 → 2009-03-30
    Banc Of America Investment Services, Inc.
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-20
S65 Uniform Investment Adviser Law Examination 1996-01-12
S63 Uniform Securities Agent State Law Examination 1992-04-09
  • S66 Uniform Combined State Law Examination
    2003-08-20
  • S65 Uniform Investment Adviser Law Examination
    1996-01-12
  • S63 Uniform Securities Agent State Law Examination
    1992-04-09

View on SEC IAPD

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