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1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-24 |
| OK | RA | APPROVED | 2026-08-06 |
Branch Locations
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-19 |
Branch Locations
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 10/1999 | 10/2024 |
| Charles Schwab Bank | Oklahoma City | OK | 02/2005 | 10/2024 |
| Lpl Financial Llc | Edmond | OK | 04/2025 | 10/2025 |
| Unemployed | Oklahoma City | OK | 11/2024 | 04/2025 |
| Bokf, Na | Oklahoma City | OK | 11/2025 | Present |
| Bok Financial Securities, Inc. | Oklahoma City | OK | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-20 |
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