Career history of Keith Douglas Geary
Former positions of Keith Douglas Geary
| Companies | Position | Start | End |
|---|---|---|---|
OOK, Inc.
 OOK, Inc. Investment Trusts/Mutual FundsMiscellaneous OOK, Inc. is a registered investment company offering shares of an exchange traded fund. The shares are traded, subject to notice of issuance, under the symbol OOK on the NYSE Arca. Fund shares are not individually redeemable by the Fund but trade on the NYSE Arca in individual share lots. The Fund will invest in a portfolio of securities that substantially replicates the SPADE Oklahoma Index, a benchmark index consisting of Oklahoma companies that are publicly traded and that have their headquarters or principal place of business in Oklahoma | President | 18/01/2010 | 30/07/2013 |
Geary Securities, Inc.
 Geary Securities, Inc. Investment Banks/BrokersFinance Geary Securities, Inc. is a broker/dealer headquartered in Oklahoma City, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NasdaqGS: BOKF). Founded in 1995, Geary Securities was formerly known as Capital West Securities. They changed their name to Geary Securities in 2007, when the Geary Companies bought out Capital West Securities. Geary Securities provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of FINRA and the SIPC. | Director of Research - Equity | 30/01/2011 | 29/04/2012 |
| President | 30/01/2011 | 29/04/2012 | |
Capital West Securities, Inc.
 Capital West Securities, Inc. Investment Banks/BrokersFinance Founded in 1995, Capital West Securities is a broker/dealer headquartered in Oklahoma City, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NasdaqGS: BOKF). Capital West Securities provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of FINRA and the SIPC. | Director of Research - Equity | 30/04/2007 | 29/11/2009 |
| President | 30/04/2007 | 29/11/2009 | |
UMB Bank, NA
 UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | 29/04/2007 | 29/04/2007 |
Geary Advisors LLC
 Geary Advisors LLC Investment ManagersFinance Founded in 2008, Geary Advisors LLC is a registered investment advisor located in Oklahoma City, Oklahoma. The firm manages OOK, Inc., an ETF that trades on the NYSE Arca under the symbol OOK. The fund is available to both institutional and retail investors. Geary Advisors is a subsidiary of the Geary Companies and is affiliated with broker/dealer Geary Securities, Inc | Chief Investment Officer | 23/03/2010 | - |
| Portfolio Manager-Equities | 23/03/2010 | - | |
| President | 23/03/2010 | - |
Statistics
International
| United States | 6 |
Operational
| President | 4 |
| Director of Research - Equity | 2 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 5 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Capital West Securities, Inc.
Capital West Securities, Inc. Investment Banks/BrokersFinance Founded in 1995, Capital West Securities is a broker/dealer headquartered in Oklahoma City, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NasdaqGS: BOKF). Capital West Securities provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of FINRA and the SIPC. | Finance |
OOK, Inc.
OOK, Inc. Investment Trusts/Mutual FundsMiscellaneous OOK, Inc. is a registered investment company offering shares of an exchange traded fund. The shares are traded, subject to notice of issuance, under the symbol OOK on the NYSE Arca. Fund shares are not individually redeemable by the Fund but trade on the NYSE Arca in individual share lots. The Fund will invest in a portfolio of securities that substantially replicates the SPADE Oklahoma Index, a benchmark index consisting of Oklahoma companies that are publicly traded and that have their headquarters or principal place of business in Oklahoma | Miscellaneous |
Geary Advisors LLC
Geary Advisors LLC Investment ManagersFinance Founded in 2008, Geary Advisors LLC is a registered investment advisor located in Oklahoma City, Oklahoma. The firm manages OOK, Inc., an ETF that trades on the NYSE Arca under the symbol OOK. The fund is available to both institutional and retail investors. Geary Advisors is a subsidiary of the Geary Companies and is affiliated with broker/dealer Geary Securities, Inc | Finance |
UMB Bank, NA
UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Finance |
Geary Securities, Inc.
Geary Securities, Inc. Investment Banks/BrokersFinance Geary Securities, Inc. is a broker/dealer headquartered in Oklahoma City, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NasdaqGS: BOKF). Founded in 1995, Geary Securities was formerly known as Capital West Securities. They changed their name to Geary Securities in 2007, when the Geary Companies bought out Capital West Securities. Geary Securities provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of FINRA and the SIPC. | Finance |
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