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

Jul 20, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom 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|S63

First exam

Jul 20, 2010

First registration

Oct 7, 2013

Dual registered

yes, broker-dealer

Other names

ZEBRICK YANCARLO MARTINEZ OCHOA|ZEBRICK YANCARLO MARTINEZ OCHO|ZEBRICK YANCARLO MARTINEZ|Zebrick Yancarlo De Leon|Zebrick Y De Leon|Zebrick Y. De Leon

IAPD individual key

5790397

• Occurred

  Mar 30, 2025
  Advisor changed firm

  Zebrick Yancarlo De Leon left J.P. Morgan Securities Llc for Bok Financial Advisors (registered 2025-04-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b425d26c-d914-1afb-bd14-dba46a9faa14

First observed

Oct 7, 2013

Last observed

Sep 15, 2026 6 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.