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BP

Brian Philip Quill

Investment Adviser Representative at BOK FINANCIAL PRIVATE WEALTH, INC.

Tulsa, OKCRD #1882317Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
3 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
ColoradoOklahomaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/16/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 11/18/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/15/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/16/1990
Series 24
General Securities Principal Examination
Passed 5/17/2014
Series 53
Municipal Securities Principal Examination
Passed 10/29/2003
Series 28
Introducing Broker/Dealer Financial Operations Principal Examination
Passed 7/2/2003
Series 4
Registered Options Principal Examination
Passed 4/15/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Up to $1,000,0001.00%
Over $1,000,000
Source

BOK Financial Private Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CAVANAL HILL INVESTMENT MANAGEMENT, INC.Current
12/15/2021Tulsa, OK
BOK FINANCIAL PRIVATE WEALTH, INC.Current
5/1/2019Denver, CO
BOK FINANCIAL ASSET MANAGEMENT, INC.
12/6/201212/6/2021Houston, TX
THE MUTUAL FUND STORE
1/8/200811/21/2012Mt. Pleasant, SC
THE MUTUAL FUND STORE
1/7/200811/9/2012Harrisburg, PA
THE MUTUAL FUND STORE
7/2/200910/24/2012Madison, WI
THE MUTUAL FUND STORE
2/19/200710/23/2012Overland Park, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Philip Quill 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.

Brian Philip Quill - Financial Advisor in Tulsa, OK | AdvisorFinder