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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

BRIAN PHILIP QUILL

Advisor at BOK FINANCIAL PRIVATE WEALTH, INC.

DENVER, CO | TULSA, OK

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Search this name across graphsid dfx:ria:65e485bc-772a-4c82-1eca-fa062ffec6ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 19, 2007 to Sep 15, 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 PRIVATE WEALTH, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: Nov 18, 2002
First registration: Feb 19, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 1882317

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
CAVANAL HILL INVESTMENT MANAGEMENT, INC.	Other adviser	Dec 15, 2021	n/a	yes	TULSA, OK	Current employment
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	May 1, 2019	n/a	yes	DENVER, CO	Current employment
BOK FINANCIAL ASSET MANAGEMENT, INC.	Former SEC adviser	Dec 6, 2012	Dec 6, 2021	no	HOUSTON, TX	Previous registration
THE MUTUAL FUND STORE	n/a	Jul 2, 2009	Oct 24, 2012	no	MADISON, WI	Previous registration
THE MUTUAL FUND STORE	n/a	Jan 8, 2008	Nov 21, 2012	no	MT. PLEASANT, SC	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Jan 7, 2008	Nov 9, 2012	no	HARRISBURG, PA	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Feb 19, 2007	Oct 23, 2012	no	OVERLAND PARK, KS	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
BOK FINANCIAL ASSET MANAGEMENT, INC.	BOK FINANCIAL PRIVATE WEALTH, INC.	Dec 6, 2021	May 1, 2019	-950	Firm change after gap	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Nov 21, 2012	Jul 2, 2009	-1,238	Firm change after gap	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Nov 9, 2012	Jan 8, 2008	-1,767	Firm change after gap	Other
THE MUTUAL FUND STORE	BOK FINANCIAL ASSET MANAGEMENT, INC.	Oct 24, 2012	Dec 6, 2012	43	Firm change	Other
FINANCIAL ENGINES ADVISOR CENTER, LLC	THE MUTUAL FUND STORE	Oct 23, 2012	Jan 7, 2008	-1,751	Firm change after gap	Other

Relationships

Registered with (6)

→ CAVANAL HILL INVESTMENT MANAGEMENT, INC.Registered adviserregistration: current employment
Dec 15, 2021 to presentfactForm ADV
→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: current employment
May 1, 2019 to presentfactForm ADV
→ BOK FINANCIAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 6, 2012 to Dec 6, 2021factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jan 8, 2008 to Nov 21, 2012factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jan 7, 2008 to Nov 9, 2012factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Feb 19, 2007 to Oct 23, 2012factForm ADV

Dated events

No dated event names this entity yet.