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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-03-31 |
Branch Locations
6105 W. Park Blvd., Plano, TX 75093 • United States
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bokf, Na | Plano | TX | 05/2006 | Present |
| Bok Financial Securities, Inc. | Plano | TX | 05/2006 | Present |
1) NAME: Dundee Properties ADDRESS: Private residential address Bush, LA 70431 INVESTMENT RELATED (Y/N): n START DATE: 2003 POSITION HELD: Owner NATURE OF OUTSIDE BUSINESS: Property HRS/MO: 5 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: Property owner 2) Name: LocalTrust Texas Location: 5601 Granite Pkwy, Plano, TX 75024 Investment related (y/n): y Start date: June 2026 Position held: Secretary Nature of outside business: local trust texas Hrs/mo: 10 Hrs/mo during securities trading: 0 Brief description of duties: I'd like to serve on the LocalTrust LGIP board to be a liaison between the product and its participants and BOK. There have been several conversations around the benefit to BOK of my involvement in this since this product once created by us will be turned over to the participants. The board of Trustees will effectively run the product, and BOK will retain roles in the day-to-day operations but having me on the board ensures we keep a foothold in the running of the product. This has been cleared with legal (both FDL and FBT Gibbons, is allowed by state statutes, and their opinion is that this is beneficial for all). As a reference Hilltop Securities head of Distribution is on their product board as an officer. https://www.texstar.org/BoardMembers.aspx This individual, David Medanich is also FINRA licensed CRD#: 1030727
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-11 |
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