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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-11 |
Branch Locations
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alpharetta | GA | 12/2019 | 08/2023 |
| Unemployed | John's Creek | GA | 07/2007 | 12/2019 |
| Mpwm Advisory Solutions Llc | Alpharetta | GA | 12/2019 | 08/2023 |
| Lpl Financial Llc | Alpharetta | GA | 08/2023 | Present |
| Mpwm Advisory Solutions Llc | Alpharetta | GA | 08/2023 | Present |
Insurance sales, same address. Ms. Keefe is dually registered as an Investment Advisor Representative with MPWM Advisory Solutions, LL and as a Registered Representative with LPL Financial, LLC. MPWM Advisory Solutions and LPL Financial are not affiliated.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-01 |
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