Daniel James Sprusansky

Employer firm

Bok Financial Securities, Inc. CRD 17530

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 10/2018
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 10/2018 → 06/2019
  Raymond James & Associates, Inc
  Houston, TX
• 01/2020 → 11/2021
  Kestra Financial, Inc
  Houston, TX
• 07/2019 → 12/2019
  Unemployed
  Houston, TX
• 01/2020 → 11/2021
  Gallagher Benefit Services
  Houston, TX
• 12/2021 → Present
  Bokf, Na
  Fort Worth, TX
• 08/2022 → Present
  Bok Financial Securities, Inc.
  Fort Worth, TX

Previous Registrations

• 2020-02-04 → 2021-11-19
  Kestra Advisory Services, Llc
  Austin, TX
  Houston, TX
• 2019-03-20 → 2019-07-01
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-29
• S63 Uniform Securities Agent State Law Examination
  2015-02-12

Other Names

• Daniel Sprusansky
• Daniel Sprusansky