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Current Employers
Bok Financial Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-30
  • TX RA
    APPROVED
    Since 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

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 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
Previous Registrations
  • 2011-01-03 → 2020-09-08
    Fort Worth, TX
    Grapevine, TX
    Denton, TX
    Rhome, TX
    Boyd, TX
    Fort Worth, TX
    Decatur, TX
    Denton, TX
    Southlake, TX
    Roanoke, TX
    Decatur, TX
    Decatur, TX
    Fort Worth, TX
    Rhome, TX
    Denton, TX
    Denton, TX
  • 2008-09-03 → 2011-01-03
    Wells Fargo Investments, Llc
    Fort Worth, TX
    Grapevine, TX
    Fort Worth, TX
    Southlake, TX
    Denton, TX
    Fort Worth, TX
    Denton, TX
    Decatur, TX
    Rhome, TX
    Boyd, TX
  • 2007-02-06 → 2008-09-03
    Invest Financial Corporation
    Denton, TX
  • 2006-07-11 → 2007-02-06
    Wells Fargo Investments, Llc
    Denton, TX
    Denton, TX
    Denton, TX
    Corinth, TX
    Denton, TX
    Highland Village, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-10
S63 Uniform Securities Agent State Law Examination 1996-08-02
  • S66 Uniform Combined State Law Examination
    2006-07-10
  • S63 Uniform Securities Agent State Law Examination
    1996-08-02
Other Names
  • Sara A Fagot
  • Sara A Aguirre

View on SEC IAPD

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