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10307 Greenbriar Parkway, Oklahoma City, OK 73159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-09 |
| OK | RA | APPROVED | 2018-08-21 |
Branch Locations
10307 Greenbriar Parkway, Oklahoma City, OK 73159 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access Financial Group, Inc. | Bethany | OK | 10/2014 | 08/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2015 | 03/2018 |
| Estate Planning Designs | Bethany | OK | 07/2015 | 08/2018 |
| Info Access, Inc. | Bethany | OK | 02/2015 | 08/2018 |
| A-Team Financial Investments, Llc | Oklahoma City | OK | 07/2018 | Present |
Ms. O'Keefe is licensed and registered as an insurance agent to sell life, long term care, health and fixed annuities for various insurance companies. She spends approximately 5 hours per month of her time on insurance related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-02 |
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