0000786671-24-000002.txt : 20240205 0000786671-24-000002.hdr.sgml : 20240205 20240205075456 ACCESSION NUMBER: 0000786671-24-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BERTELLI,CAMERON,JOSEPH, FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BOK FINANCIAL SECURITIES, INC. CENTRAL INDEX KEY: 0000786671 ORGANIZATION NAME: IRS NUMBER: 731275307 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-03745 FILM NUMBER: 24593981 BUSINESS ADDRESS: STREET 1: ONE WILLIAMS CENTER STREET 2: PLAZA SOUTHEAST CITY: TULSA STATE: OK ZIP: 74172 BUSINESS PHONE: 918-595-3037 MAIL ADDRESS: STREET 1: P.O. BOX 2300 CITY: TULSA STATE: OK ZIP: 74192 FORMER COMPANY: FORMER CONFORMED NAME: BOSC, INC. DATE OF NAME CHANGE: 20020806 FORMER COMPANY: FORMER CONFORMED NAME: BOSC INC DATE OF NAME CHANGE: 20001023 FORMER COMPANY: FORMER CONFORMED NAME: BOSC INC /BD DATE OF NAME CHANGE: 20001023 MA-I/A 1 primary_doc.xml MA-I/A 0000786671 XXXXXXXX Kim Eggers 405-272-2229 keggers@bokf.com jon.swanson@bokf.com N 0000786671-20-000017 N Cameron Joseph Bertelli 6493921 N 1 0000786671 BOK FINANCIAL SECURITIES, INC. 04-01-2019 N 867-01214 LOCATED SUPERVISED 04-01-2019 499 W. Sheridan Ave., Ste. 2500 Oklahoma City OK 73102 04-2019 BOK Financial Securities, Inc. Oklahoma City OK 73102 Y N Public Finance Analyst 11-2018 02-2019 Bank of America New York NY 10005 N N Finance 02-2016 10-2018 Morgan Stanley New York NY 10004 N N Finance 06-2010 06-2016 Air National Guard Tulsa OK 74115 N N F-16 Armament Systems Specialist 03-2009 01-2016 Jenks Public Schools Jenks OK 74037 N N Student 01-2012 12-2015 University of Oklahoma Norman OK 73019 N N Student N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 02-02-2024 Jon Swanson SVP, Director of Compliance