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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
1250 S. Capital Of Texas Hwy. Bldg. 1, Ste. 550, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Las Vegas | NV | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Addison | TX | 11/2016 | 07/2020 |
| Unemployed | Frisco | TX | 07/2020 | 10/2021 |
| Citigroup | Dallas | TX | 10/2021 | 04/2023 |
| Unemployed | Frisco | TX | 05/2023 | 09/2024 |
| Bok Financial Securities, Inc. | Plano | TX | 09/2024 | Present |
| Bokf, Na | Plano | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-20 |
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