Best Investors
Account
Sign in
Best Investors
Account
Sign in
1600 Broadway 4Th Floor, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-06 |
| OK | RA | APPROVED | 2018-05-08 |
| CO | RA | APPROVED | 2018-05-03 |
| TX | RA | APPROVED | 2018-05-01 |
Branch Locations
370 Seventeenth Street Suite 1300, Denver, CO 80202 • United States
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-03-07 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
3009 Post Oak Blvd. Ste. 1300, Houston, TX 77056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Houston | TX | 04/2002 | Present |
| Bokf, Na | Houston | TX | 04/2002 | Present |
| Bok Financial Private Wealth, Inc. | Houston | TX | 05/2018 | Present |
| Bok Financial Asset Management, Inc. | Houston | TX | 05/2019 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-22 |
Reach out to this advisor