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LC

Leah B. Collette

BOK FINANCIAL PRIVATE WEALTH
FORT WORTH, TX 76102-5337
CRD#: 4651202
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LC
Leah Beth ColletteBOK FINANCIAL PRIVATE WEALTH

Professional summary

Leah Beth Collette, who also goes by Leah Beth Hudson, is a registered financial advisor currently at BOK FINANCIAL PRIVATE WEALTH, INC. located in Fort Worth, Texas.

Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Leah has worked at 9 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leah Beth Hudson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Beth Collette's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 9, 2026 - Present

BOK FINANCIAL PRIVATE WEALTH, INC.

Office #1: 777 Main Street Suite 3800, Fort Worth, TX 76102-5337
RIA
CRD#: 106733
FORT WORTH, TX
Past

January 21, 2026 - May 5, 2026

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
Fort Worth, TX
Past

March 21, 2025 - January 21, 2026

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
FORT WORTH, TX
Past

October 1, 2008 - May 15, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FORT WORTH, TX
Past

October 1, 2008 - January 27, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FORT WORTH, TX
Past

June 7, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
FORT WORTH, TX
Past

June 7, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
FORT WORTH, TX
Past

March 1, 2006 - June 20, 2006

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
SHREVEPORT, LA
Past

November 21, 2005 - June 20, 2006

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
SHREVEPORT, LA
Past

March 22, 2004 - May 3, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

July 4, 2003 - March 19, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 4, 2003 - March 19, 2004

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC. | THE MILESTONE GROUP, INC. | MILESTONE WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT AND RESEARCH | MILESTONE GROUP INC | MILESTONE CAPITAL PARTNERS | MILESTONE CAPITAL MANAGEMENT | MILESTONE ASSET MANAGEMENT | COBIZ WEALTH

CRD#: 106733 / SEC#: 801-51401

RIA
Registered Investment Advisory firm - (3/6/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(6/10/2026)
IAR
Texas
(6/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/28/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2003
General Securities Representative Examination

Current Firm

BF
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC. | THE MILESTONE GROUP, INC. | MILESTONE WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT AND RESEARCH | MILESTONE GROUP INC | MILESTONE CAPITAL PARTNERS | MILESTONE CAPITAL MANAGEMENT | MILESTONE ASSET MANAGEMENT | COBIZ WEALTH

CRD#: 106733 / SEC#: 801-51401

RIA
Registered Investment Advisory firm - (3/6/1996 Approved)
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Contact information

Main Address
1600 Broadway 4th Floor, Denver, CO 80202
Mailing Address
Phone number
(303) 539-0100
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOK FINANCIAL PRIVATE WEALTH, INC., FORM ADV PART 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts2,179
AUM (Assets Under Management)$ 3,185,223,176

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
Report
12/18/2024
Cover Page
Report
08/25/2023
Cover Page
Report
09/26/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD#: 106733Fort Worth, TX 76102-5337

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