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

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 8, 2020

First registration

Jan 19, 2022

Dual registered

yes, broker-dealer

Other names

Amy Catherine Aday|Amy Catherine Woods|Amy C Woods

IAPD individual key

7205328

• Occurred

  Apr 26, 2022
  Advisor changed firm

  Amy Catherine Woods left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Bok Financial Advisors (registered 2022-04-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c067147a-6476-d6f6-7373-a730bc260875

First observed

Jan 19, 2022

Last observed

Sep 14, 2026 7 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.