SHAWN GARY O'KEEFE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 7 firms. Currently registered with SUMMIT WEALTH ASSET MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH ASSET MANAGEMENT LLC | 2024-09-20 | present | Yes |
| IMPACT PARTNERSHIP WEALTH, LLC | 2021-07-02 | 2025-03-04 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2018-02-26 | 2021-06-30 | — |
| INTEGRUM WEALTH MANAGEMENT | 2017-10-13 | 2018-03-20 | — |
| REDHAWK WEALTH ADVISORS, INC. | 2016-06-10 | 2017-09-15 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2014-04-01 | 2016-06-27 | — |
| EQUITABLE ADVISORS, LLC | 2011-10-11 | 2014-02-10 | — |