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Matthew Joseph O'KEefe

Back Bay Financial Planning & Investments

Annapolis, MD

Bethany Beach, DE

Equitable Advisors, LLC

Annapolis, MD

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Current Employers
Back Bay Financial Planning & Investments

39682 Sunrise Court #303, Bethany Beach, DE 19930 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-08-31
MD RA APPROVED 2026-08-31
  • DE RA
    APPROVED
    Since 2026-08-31
  • MD RA
    APPROVED
    Since 2026-08-31

Branch Locations

Annapolis, MD • United States

39682 Sunrise Court #303, Bethany Beach, DE 19930 • United States

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2011-01-10
  • MD RA
    APPROVED
    Since 2011-01-10

Branch Locations

181 Harry S. Truman Parkway Suite 200, Annapolis, MD 21401 • 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
Axa Advisors, Llc New York NY 07/2010 06/2020
Equitable Advisors, Llc New York NY 07/2010 08/2026
Back Bay Planning & Investments Bethany Beach DE 08/2026 Present
  • 07/2010 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2010 → 08/2026
    Equitable Advisors, Llc
    New York, NY
  • 08/2026 → Present
    Back Bay Planning & Investments
    Bethany Beach, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-07
  • S66 Uniform Combined State Law Examination
    2011-01-07
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD
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