Adviser and broker representative · Bok Financial Securities, Inc.
Colin R. Thomas
CRD 8206043 · Austin, TX
At a glance
Colin R. Thomas is an investment adviser representative with Bok Financial Securities, Inc. in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. Colin is also registered as a broker representative.
Current advisory firms
- Bok Financial Securities, Inc.Since June 2026Austin, TX · $1.1B in regulatory assets
- Bok Financial Private Wealth, Inc.Since June 2026Denver, CO · $3.7B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Colin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.