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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
2250 State Hwy 114 W., Grapevine, TX 76051 • United States
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 06/2016 | 04/2024 |
| Tiaa | Lewisville | TX | 06/2016 | 04/2024 |
| Bok Financial Securities, Inc. | Richardson | TX | 04/2024 | Present |
| Bokf, Na | Richardson | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-08 |
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