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1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
Branch Locations
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
5956 Sherry Lane 9Th And 11Th Floors, Dallas, TX 75225 • United States
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Dallas | TX | 01/2023 | 05/2025 |
| Jpmorgan Securities Llc | Dallas | TX | 01/2023 | 05/2025 |
| Mckesson Corporation | Dallas | TX | 05/2021 | 04/2022 |
| Goldman Sachs | Dallas | TX | 06/2022 | 08/2022 |
| Kelly Landen Pr | Dallas | TX | 03/2020 | 08/2021 |
| Bread & Butter Public Relations | Dallas | TX | 06/2019 | 03/2020 |
| Volk Pr | Dallas | TX | 10/2018 | 06/2019 |
| Southern Methodist University | Dallas | TX | 08/2014 | 08/2018 |
| Unemployed | Dallas | TX | 09/2018 | 09/2018 |
| Unemployed | Dallas | TX | 05/2022 | 05/2022 |
| Unemployed | Dallas | TX | 09/2022 | 12/2022 |
| Bok Financial Securities, Inc. | Dallas | TX | 05/2025 | Present |
| Bokf, Na | Dallas | TX | 05/2025 | Present |
1)Name: McCann Holdings LLC Location: 1120 S. 101st St. Omaha, NE 68124 Investment related (y/n): N Start date: May 2025 Position held: Secretary and Board Member Nature of outside business: real estate Hrs/mo: 1 Hrs/mo during securities trading: 0 Brief description of duties: record meeting minutes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-21 |
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