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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
6105 W. Park Blvd., Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Denton | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denton | TX | 11/2016 | 08/2020 |
| Planned Sabbatical | Lewisville | TX | 09/2020 | 06/2025 |
| Bok Financial Securities, Inc. | Plano | TX | 06/2025 | Present |
| Bokf, Na | Plano | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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