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Fenny Jie

Bok Financial Private Wealth, Inc.

Austin, TX

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Current Employers
Bok Financial Private Wealth, Inc.

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-02-01
OK RA APPROVED 2024-02-01
TX RA APPROVED 2024-02-01
  • CO RA
    APPROVED
    Since 2024-02-01
  • OK RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2024-02-01

Branch Locations

Austin, TX • 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
Bok Financial Securities, Inc. Tulsa OK 09/2014 04/2018
Bokf, Na Tulsa OK 09/2014 Present
Bok Financial Private Wealth, Inc Austin TX 02/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-13
  • S65 Uniform Investment Adviser Law Examination
    2014-10-13
Designations

View on SEC IAPD

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