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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Sara Elizabeth Skipper

Advisor at BOK FINANCIAL ADVISORS

Tulsa, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efa7d59c-bc08-d56c-70dd-b304392e0697

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 24, 2007 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: May 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 23, 2007
First registration: May 24, 2007
Dual registered: yes, broker-dealer
Other names: SARA ELIZABETH GILLETT|SARA ELIZABETH GILLETT
IAPD individual key: 5271581

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 27, 2009	n/a	yes	Tulsa, OK	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 24, 2007	Dec 22, 2008	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BOK FINANCIAL ADVISORS	Dec 22, 2008	Apr 27, 2009	126	Firm change	Other

Relationships

Registered with (2)

→ BOK FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 27, 2009 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 24, 2007 to Dec 22, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efa7d59c-bc08-d56c-70dd-b304392e0697
First observed: May 24, 2007
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.

Sara Elizabeth Skipper

Advisor at BOK FINANCIAL ADVISORS

Tulsa, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efa7d59c-bc08-d56c-70dd-b304392e0697

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BOK FINANCIAL ADVISORS

Bd affiliated wealth

Apr 27, 2009

n/a

yes

Tulsa, OK

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 24, 2007

Dec 22, 2008

TULSA, OK

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOK FINANCIAL ADVISORS

Dec 22, 2008

Apr 27, 2009

126

Firm change

Other