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