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Current Employers
Bok Financial Private Wealth, Inc.

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-20
TX RA APPROVED 2025-11-20
  • CO RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20

Branch Locations

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Bok Financial Securities, Inc.

One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States

755 E. Mulberry Ste. 520, San Antonio, TX 78212 • 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
Wells Fargo Securities, Llc San Antonio TX 08/2008 03/2017
Wells Fargo Clearing Services San Antonio TX 03/2017 10/2020
Wells Fargo Bank San Antonio TX 03/2017 10/2020
Covenant San Antonio TX 01/2021 09/2021
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2021 05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 06/2023 06/2025
Bok Financial Securities, Inc. San Antonio TX 06/2025 Present
Bokf, Na San Antonio TX 06/2025 Present
  • 08/2008 → 03/2017
    Wells Fargo Securities, Llc
    San Antonio, TX
  • 03/2017 → 10/2020
    Wells Fargo Clearing Services
    San Antonio, TX
  • 03/2017 → 10/2020
    Wells Fargo Bank
    San Antonio, TX
  • 01/2021 → 09/2021
    Covenant
    San Antonio, TX
  • 09/2021 → 05/2023
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 06/2023 → 06/2025
    San Antonio, TX
  • 06/2025 → Present
    San Antonio, TX
  • 06/2025 → Present
    Bokf, Na
    San Antonio, TX
Previous Registrations
Other Businesses

1) Name: Bexar Harvest LP Location: San Antonio, TX 78212 Investment related (y/n): n Start date: January 2006 Position held: General partner, managing member Nature of outside business: limited partnership of real estate and real estate holdings Hrs/mo: 1 Hrs/mo during securities trading: 0 Brief description of duties: real estate consulting 2) Name: Charitable Riverwalk Education Foundation Inc., dba School of Science & Tech Location: San Antonio, TX 78209 Investment related (y/n): n Start date: September 2024 Position held: Board Member Nature of outside business: charitable foundation Hrs/mo: 1 Hrs/mo during securities trading: 0 Brief description of duties: governance responsibilities for the school

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-04
S66 Uniform Combined State Law Examination 2017-06-15
  • S63 Uniform Securities Agent State Law Examination
    2023-12-04
  • S66 Uniform Combined State Law Examination
    2017-06-15
Other Names
  • George Pedraza
  • George Venegas Pedraza
  • George V Pedraza

View on SEC IAPD

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