# SHAWN GARY O'KEEFE

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT WEALTH ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/332976) | 2024-09-20 | present | Yes |
| [IMPACT PARTNERSHIP WEALTH, LLC](https://search.stillhousedata.com/firm/313928) | 2021-07-02 | 2025-03-04 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2018-02-26 | 2021-06-30 | — |
| [INTEGRUM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/289942) | 2017-10-13 | 2018-03-20 | — |
| [REDHAWK WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/146616) | 2016-06-10 | 2017-09-15 | — |
| [CONCOURSE FINANCIAL GROUP SECURITIES, INC.](https://search.stillhousedata.com/firm/15708) | 2014-04-01 | 2016-06-27 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2011-10-11 | 2014-02-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2494631)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2494631.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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