DFX Intelligence
Advisors
Advisors registered through Bok Financial AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
125 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Teddy Ray Slate dual registrant | Bok Financial Advisors BD affiliated | Tulsa, Ok | Jul 9, 2014 | 15 y | 2 | 1 |
| Matthew Samuel Smith dual registrant | Bok Financial Advisors BD affiliated | Little Rock, Ar | Oct 5, 2015 | 11 y | 0 | 1 |
| Deborah Dian Snell dual registrant | Bok Financial Advisors BD affiliated | Tulsa, Ok | Feb 16, 2021 | 16 y | 0 | 1 |
| S••••••• I•••• S••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | May 3, 2021 | 16 y | 0 | 1 |
| D••••• J•••• S••••••••• | B•• F•••••••• A••••••• BD affiliated | Fort Worth, Tx | Aug 18, 2022 | 11 y | 2 | 1 |
| P•••• J••• S•••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Oct 6, 2010 | 30 y | 2 | 1 |
| J•• C•••• S•••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | Mar 18, 2009 | 20 y | 1 | 1 |
| S•••• R••• S••••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Mar 18, 2009 | 23 y | 1 | 1 |
| J•••••• G•••• T••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Plano, Tx | Jul 5, 2018 | 40 y | 2 | 1 |
| E••• E•••••••• T••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | Sep 1, 2026 | 16 y | 0 | 1 |
| R••• S••••• W•••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Feb 8, 2023 | 11 y | 1 | 1 |
| M•••• J••••••• W•••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | Mar 16, 2011 | 17 y | 1 | 1 |
| B•••••• C• W•••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Jul 3, 2008 | 25 y | 2 | 1 |
| J•••• H•••• W••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Overland Park, Ks | Jul 1, 2011 | 23 y | 0 | 1 |
| G•••••• A•••• W•••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Sep 16, 2003 | 25 y | 1 | 1 |
| C••• M•••••• W•••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Oct 5, 2015 | 11 y | 0 | 1 |
| B••• A••• W••••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | May 17, 2004 | 28 y | 0 | 1 |
| C••••••• D••• W••••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Jan 24, 2018 | 10 y | 0 | 1 |
| K•••••• E••••••••• W••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | Mar 5, 2024 | 15 y | 3 | 1 |
| J•••• J••• W••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | Oct 22, 2025 | 14 y | 4 | 1 |
| A••••• J••• W••••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Jul 9, 2025 | 10 y | 1 | 2 |
| C••• L••• W••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Plano, Tx | Oct 15, 2021 | 18 y | 3 | 1 |
| A•• C•••••••• W•••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Tulsa, Ok | Apr 20, 2022 | 13 y | 1 | 1 |
| S•••• S•• Y•••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | May 23, 2022 | 18 y | 0 | 1 |
| D••• B••• Z••••••••• dual registrant | B•• F•••••••• A••••••• BD affiliated | Oklahoma City, Ok | Feb 20, 2024 | 24 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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