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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-03-20 |
Branch Locations
5000 Montgomery Blvd Ne, Albuquerque, NM 87109 • United States
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
8221 Wyoming Blvd. Ne, Albuquerque, NM 87113 • United States
1301 Juan Tabo Ne, Albuquerque, NM 87112 • United States
2500 Louisiana Blvd. Ne Ste. 100, Albuquerque, NM 87110 • United States
4901 Central Ne, Albuquerque, NM 87103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Santa Fe | NM | 07/2014 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Santa Fe | NM | 03/2017 | 11/2022 |
| Wells Fargo Bank | Santa Fe | NM | 06/2013 | 11/2022 |
| Us Eagle Fcu | Albuquerque | NM | 12/2022 | 04/2023 |
| Bok Financial | Albuquerque | NM | 04/2023 | 03/2024 |
| Bok Financial Securities, Inc. | Albuquerque | NM | 03/2024 | Present |
| Bokf, Na | Albuquerque | NM | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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