This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOK FINANCIAL ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 20, 2019

First registration

Jan 9, 2020

Dual registered

yes, broker-dealer

IAPD individual key

7159722

• Occurred

  May 8, 2025
  Advisor changed firm

  Jason Lee Duck left Drawbridge Capital for Bok Financial Advisors (registered 2025-05-07)

  Form ADVobserved 4 days ago
• Occurred

  Jul 12, 2022
  Advisor changed firm

  Jason Lee Duck left Securian Financial Services, Inc. for Drawbridge Capital (registered 2022-08-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:01025056-4a83-b253-82aa-a46cdcb3f0ea

First observed

Jan 9, 2020

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.