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Chad Lynn Wood
CHAD LYNN BURROUGHS, CHAD WOOD
CRD#: 5452865
IA
Investment Adviser
B
Broker Regulated by FINRA
BOK FINANCIAL SECURITIES, INC.CRD#: 17530 333 W. CAMPBELL
1ST & 2ND FLOORS
RICHARDSON, TX 75080
+1
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2011 (3 years)2 FIRMS2021 - 2021 (<1 year)2 FIRMS2021 - Present (3 years)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2011 - 2020 (9 years)IAADVICE AND PLANNING SERVICES (CRD# 20472)2016 - 2020 (4 years)
License(s)

State Registrations

B
Alabama

B
Nevada

B
Arkansas

B
New Mexico

B
California

B
New York

B
Colorado

B
North Carolina

B
Connecticut

B
Oklahoma

B
Florida

B
Pennsylvania

B
Illinois

B
South Carolina

B
Kentucky

B
Tennessee

B
Louisiana

B
Texas

B
Massachusetts

IA
Texas

B
Mississippi

B
Vermont

B
Missouri

B
Wisconsin

B
Montana

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
BOK FINANCIAL SECURITIES, INC. (CRD#:17530)
333 W. CAMPBELL 1ST & 2ND FLOORS, RICHARDSON, TX 75080
7600 W. NORTHWEST HIGHWAY, DALLAS, TX 75225
851 N. MACARTHUR, COPPELL, TX 75019
6701 PRESTON RD., DALLAS, TX 75205
8255 WALNUT HILL LANE, DALLAS, TX 75231
6201 HILLCREST AVENUE, DALLAS, TX 75205
4262 Live Oak, Dallas, TX 75204
755 E. Mulberry Suite 330, San Antonio, TX 78212
Registered with this firm since 10/15/2021

IA
BOK FINANCIAL ADVISORS (CRD#:17530)
333 W. CAMPBELL 1ST & 2ND FLOORS, RICHARDSON, TX 75080
7600 W. NORTHWEST HIGHWAY, DALLAS, TX 75225
851 N. MACARTHUR, COPPELL, TX 75019
6701 PRESTON RD., DALLAS, TX 75205
8255 WALNUT HILL LANE, DALLAS, TX 75231
6201 HILLCREST AVENUE, DALLAS, TX 75205
4262 Live Oak, Dallas, TX 75204
755 E. Mulberry Suite 330, San Antonio, TX 78212
Registered with this firm since 10/15/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/26/2021 - 09/16/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) IRVING, TX
B
01/26/2021 - 09/16/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) IRVING, TX
IA
05/24/2016 - 11/13/2020 ADVICE AND PLANNING SERVICES (CRD#:20472) LEWISVILLE, TX
B
06/20/2011 - 11/13/2020 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) LEWISVILLE, TX
IA
03/17/2008 - 06/14/2011 EDWARD JONES (CRD#:250) DENTON, TX
B
01/07/2008 - 06/14/2011 EDWARD JONES (CRD#:250) DENTON, TX
Additional Information

The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. Rule 8312, amendments to the rule and notices related to U.S. Securities and Exchange Commission approval orders, can be viewed here.

State regulators are governed by their public records laws (not FINRA Rule 8312), and may provide information not in BrokerCheck, including information no longer required to be reported or updated on uniform registration forms due, for example, to its age or final disposition. You may contact your state regulator to request this additional information.

Click here for more information about how to check on an investment professional.

B
Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both.
Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

IA
Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
It is common for a financial professional to act as both a broker and an investment adviser. Because of this, we include investment advisers on BrokerCheck, and provide links to the SEC's Investment Adviser Public Disclosure (IAPD) website so you can research further.

PR
Previously Registered

A Previously Registered broker or brokerage firm is not currently licensed to act as a broker (buying and selling securities on behalf of customers) or as an investment adviser (providing advice about securities to clients). They may still be able to offer other investment-related services if properly licensed to do so. Click here to learn more.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.

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