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5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| KS | RA | APPROVED | 2022-01-05 |
Branch Locations
5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Tulsa | OK | 11/2013 | 12/2016 |
| Bokf, Na | Tulsa | OK | 11/2013 | 12/2016 |
| Cavanal Hill Investment Management, Inc | Tulsa | OK | 11/2013 | 12/2021 |
| Cavanal Hill Distributors, Inc. | Tulsa | OK | 01/2017 | 12/2021 |
| Legacy Financial Strategies, Llc | Leawood | KS | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-02 |
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