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1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-28 |
| CO | RA | APPROVED | 2019-08-23 |
| TX | RA | APPROVED | 2019-08-23 |
Branch Locations
5956 Sherry Lane 9Th Floor, Dallas, TX 75225 • United States
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-03 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
5956 Sherry Ln. 9Th & 11Th Fls., Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Dallas | TX | 08/2014 | Present |
| Bokf, Na | Dallas | TX | 08/2014 | Present |
| Bok Financial Private Wealth, Inc | Dallas | TX | 08/2019 | Present |
1) NAME: Legacy Family Court Foundation ADDRESS: 6116 N. Central Expy., Ste. 1090, Dallas, TX 75206 INVESTMENT RELATED (Y/N): N START DATE: August 2018 POSITION HELD: Board Member NATURE OF OUTSIDE BUSINESS: Non-profit org that focuses on addiction rehabilitation and reunification of parents with children HRS/MO: 8 HRS/MO DURING SECURITIES TRADING: <4 BRIEF DESCRIPTION OF DUTIES: Serve on finance committee which would include being a signor on Bank of Texas bank accounts 2) NAME: Rolling V Ranch Water Control & Improvement Board ADDRESS: 4001 Maple Ave., Ste. 600, Dallas, TX 75219 INVESTMENT RELATED (Y/N): N START DATE: November 2019 POSITION HELD: Board Member NATURE OF OUTSIDE BUSINESS: Maintain water, wastewater, road, drainage related to the Water Control & Improvement Board HRS/MO: 0 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: Unbiased 3rd party appointed to review and approve water district matters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
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