Bethany Grace Wilson
Investment Adviser Representative at Cavanal HILL Investment Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bethany Grace Wilson is an investment adviser representative with Cavanal HILL Investment Management, Inc. in Tulsa, OK, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in 9 states.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Arkansas, California, Colorado, Kansas, Missouri, New Mexico, Oklahoma, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cavanal HILL Investment Management, Inc.Feb 2026 – no end date reportedTulsa, OK
- BOK FinancialJun 2024 – Feb 2026Tulsa, OK
- TravelMay 2024 – Jun 2024Tulsa, OK
- University OF Tulsa, MBAAug 2023 – Jun 2024Tulsa, OK
- Textron AviationMay 2023 – Aug 2023Wichita, OK
- University OF Tulsa, BSMEAug 2019 – May 2023Tulsa, OK
- Textron AviationMay 2022 – Aug 2022Wichita, KS
- Christiansen Aviation MaintenanceMar 2019 – Mar 2020Tulsa, OK
- ShineyshineSep 2016 – Jan 2022Broken Arrow, OK
- EGG IT ON CAFESep 2016 – Jan 2022Tulsa, OK
- Homeschooled-high School CareerAug 2015 – May 2019Broken Arrow, OK
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cavanal HILL Investment Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Tulsa, OK
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bethany Grace Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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