| BOK FINANCIAL ADVISORS | BD AFFILIATED WEALTH | Apr 4, 2018 | n/a | yes | Denver, CO|Golden, CO|Aurora, CO|Boulder, CO|Parker, CO|Greenwood Village, CO|Denver, CO|Aurora, CO|Englewood, CO|Littleton, CO|Parker, CO|Highlands Ranch, CO|Lakewood, CO|Tulsa, OK | current employment |
| PNC WEALTH MANAGEMENT | BD AFFILIATED WEALTH | Jun 15, 2012 | Mar 7, 2018 | no | BENSON, NC|RALEIGH, NC|CARY, NC|CLAYTON, NC|DUNN, NC|FAQUAY VARINA, NC|GARNER, NC|HOLLY SPRINGS, NC|RALEIGH, NC|RALEIGH, NC|LILLINGTON, NC|SMITHFIELD, NC|CARY, NC|CARY, NC|RALEIGH, NC|RALEIGH, NC|CREEDMOOR, NC|ROCKY MOUNT, NC|HENDERSON, NC|HENDERSON, NC|OXFORD, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|CHAPEL HILL, NC|DURHAM, NC|RALEIGH, NC|CHAPEL HILL, NC|DURHAM, NC|DURHAM, NC|DURHAM, NC|CHARLOTTE, NC|CHAPEL HILL, NC|WAKE FOREST, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|CARRBORO, NC|RALEIGH, NC|Wake Forest, NC|RALEIGH, NC|DURHAM, NC|DURHAM, NC | previous registration |