KS
Kylen Shea O'keeffe
CRD 6232057
Firms
| Firm | Role | As of |
|---|---|---|
| Moran Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Moran Wealth Management, Llc
Member And Trustee Of Sandra O. Moran 2020 Descendants Trust · Less than 5% · Sep 2024
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Moran Wealth Management, Llc
Trustee · GP / trustee / elected manager · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗