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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-03-05 |
Branch Locations
1401 Mckinney St. 10Th & 11Th Fls., Houston, TX 77010 • United States
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Houston | TX | 02/2012 | Present |
| Bokf, Na | Houston | TX | 01/2012 | Present |
1) Name: Caitlyn Elizabeth Robuck Trust Location: private residential address Dallas, TX 75205 Investment related (y/n): y Start date: March 2026 Position held: Trustee Nature of outside business: trust account for daughter Hrs/mo: 2 Hrs/mo during securities trading: 0 Brief description of duties: serve as co-trustee for my daughter's trust account. 2) Name: Jackson Harbin Robuck Trust Location: private residential address Dallas, TX 75205 Investment related (y/n): y Start date: March 2026 Position held: Trustee Nature of outside business: trust account for son Hrs/mo: 2 Hrs/mo during securities trading: 0 Brief description of duties: serve as co-trustee for my son's trust account. 3) Name: Robuck Family Foundation Location: private residential address Dallas, TX 75205 Investment related (y/n): n Start date: March 2026 Position held: Director and owner Nature of outside business: charity trust Hrs/mo: 2 Hrs/mo during securities trading: 0 Brief description of duties: non-profit organization that provides financial assistance to Dallas based charity organizations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-25 |
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