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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
3009 Post Oak Blvd. Ste. 1300, Houston, TX 77056 • United States
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-25 |
| OK | RA | APPROVED | 2022-02-25 |
| TX | RA | APPROVED | 2022-02-25 |
Branch Locations
3009 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial | Houston | TX | 04/2016 | 07/2019 |
| Bokf, Na | Houston | TX | 07/2021 | Present |
| Bok Financial Private Wealth, Inc. | Houston | TX | 01/2022 | Present |
| Bok Financial | Houston | TX | 08/2019 | 06/2021 |
| Bok Financial Securities, Inc. | Houston | TX | 05/2022 | Present |
1)Name: Alliance of Community Assistance Ministries Location: 10200 Richmond Ave., Ste. 110, Houston, TX 77042 Investment related (y/n): n Start date: October 2025 Position held: Board of Director Nature of outside business: support for non-profits Hrs/mo: 4 Hrs/mo during securities trading: 0 Brief description of duties: The board role is an at-large position; to participate on one committee (Fundraising) and advisory council (Resource Advancement Council).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-24 |
| S66 | Uniform Combined State Law Examination | 1999-12-06 |
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