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291 N Archer Ave, Mundelein, IL 60060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
24 Greenway Plaza Ste 1800-O, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 03/2012 | 10/2018 |
| Invesco Advisers, Inc | Houston | TX | 05/2012 | 10/2018 |
| Valic Financial Advisors, Inc | Houston | TX | 03/2019 | 04/2022 |
| Unemployed | Houston | TX | 10/2018 | 03/2019 |
| Charles Schwab Trust Bank | Fulshear | TX | 04/2022 | 11/2024 |
| Charles Schwab Premier Bank | Fulshear | TX | 04/2022 | 11/2024 |
| Charles Schwab Bank, Ssb | Fulshear | TX | 04/2022 | 11/2024 |
| Charles Schwab & Co., Inc. | Houston | TX | 04/2022 | 11/2024 |
| Lpl Financial Llc | Mundelein | IL | 12/2024 | Present |
| 15 Wealth | Houston | TX | 12/2024 | Present |
| Tsfg, Llc | Houston | TX | 03/2026 | 07/2026 |
1.05/09/2025; Wealth Fusion Inc; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/30/2025; 5hrs/mth; 0hrs during trading 2.03/16/2026; Miranda Okeefe; Notary; Investment Related; Fulshear,TX; Start Date 03/17/2026; 2hrs/mth; 2hrs during trading 3.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 08/15/2025; 30hrs/mth; 30hrs during trading 4.07/28/2026; Miranda OKeefe Group LLC; Business Owner; Not Investment Related; Fulshear,TX; Start Date 07/27/2026; 10hrs/mth; 10hrs during trading 5.07/31/2026; (Hybrid) 15Wealth Advisors LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/01/2026; 20hrs/mth; 20hrs during trading; I provide investment advisory services through 15Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 04/2026. I expect to spend approximately 20 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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