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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

Danielle Christine Shahin

Advisor at BOK FINANCIAL ADVISORS

Tulsa, OK

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Search this name across graphsid dfx:ria:579f9406-8cac-dfd2-a9e8-de26b92a3f92

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 18, 2008
First registration: Jul 29, 2008
Dual registered: yes, broker-dealer
Other names: DANIELLE CHRISTINE SHAHIN|Danielle C Shahin
IAPD individual key: 5375180

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Apr 25, 2024	n/a	yes	Tulsa, OK	Current employment
FUTURE U FINANCIAL INC.	State registered	Feb 14, 2023	Dec 5, 2023	no	TULSA, OK	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Oct 19, 2021	no	TULSA, OK\|TULSA, OK\|FT. WORTH, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 29, 2008	Oct 23, 2009	no	TULSA, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FUTURE U FINANCIAL INC.	BOK FINANCIAL ADVISORS	Dec 5, 2023	Apr 25, 2024	142	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FUTURE U FINANCIAL INC.	Oct 19, 2021	Feb 14, 2023	483	Firm change after gap	Wirehouse to state RIA
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ BOK FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 25, 2024 to presentfactForm ADV
→ FUTURE U FINANCIAL INC.Registered adviserregistration: previous registration
Feb 14, 2023 to Dec 5, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Oct 19, 2021factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 29, 2008 to Oct 23, 2009factForm ADV

Dated events

Occurred
Dec 5, 2023
Advisor changed firm
Danielle Christine Shahin left Future U Financial Inc. for Bok Financial Advisors (registered 2024-04-25)
Form ADVobserved 4 days ago