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Current Employers
15 Wealth Advisors Llc

291 N Archer Ave, Mundelein, IL 60060 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

24 Greenway Plaza Ste 1800-O, Houston, TX 77046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2012 → 10/2018
    Invesco Distributors, Inc.
    Houston, TX
  • 05/2012 → 10/2018
    Houston, TX
  • 03/2019 → 04/2022
    Houston, TX
  • 10/2018 → 03/2019
    Unemployed
    Houston, TX
  • 04/2022 → 11/2024
    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
    Houston, TX
  • 12/2024 → Present
    Lpl Financial Llc
    Mundelein, IL
  • 12/2024 → Present
    15 Wealth
    Houston, TX
  • 03/2026 → 07/2026
    Houston, TX
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-29
S63 Uniform Securities Agent State Law Examination 1996-05-30
  • S65 Uniform Investment Adviser Law Examination
    1999-11-29
  • S63 Uniform Securities Agent State Law Examination
    1996-05-30
Other Names
  • Okeefe
  • Miranda Kay Smith
  • Miranda Kay Fyke
  • Miranda Kay Crowley
  • Okeefe
  • Miranda Kay O'KEefe
  • Miranda O'KEefe
  • Miranda Okeefe
  • Miranda O'KEefe

View on SEC IAPD

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