Bokfs Board Member · BOK Financial Advisors
Mindy Margaret Mahaney
CRD 6403627 · Named on Form ADV at one SEC-registered adviser
At a glance
BOK Financial Advisors, an SEC-registered broker-dealer firm based in Tulsa, OK with $1.1 billion in regulatory assets, lists Mindy Margaret Mahaney on its Form ADV as Bokfs Board Member, a control person.
Firms and roles
- BOK Financial AdvisorsBokfs Board MemberBroker-dealer firm · Tulsa, OK · $1.1B in regulatory assets
AtlasMembers
Mindy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Brett Alan DeanPresident, BOK Financial Advisors
- Scott Bradley GrauerCEO, Chairman, BOK Financial Advisors
- Jon Craig SwansonBokfs Board Member, BOK Financial Advisors
- James Augustus ShawSVP, Director of Retail Sales, BOK Financial Advisors
- James Bradford SteeleSVP, Chief Operating Officer, BOK Financial Advisors
3 more people named with Mindy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mindy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.