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RIA / WealthAdvisor21 years in industry

ANGELA O'KEEFE

Advisor at A-TEAM FINANCIAL INVESTMENTS

Oklahoma City, OK

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A-TEAM FINANCIAL INVESTMENTS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 2, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Feb 2, 2005
First registration: Jun 7, 2012
Dual registered: no
Other names: ANGELA RENEE MERKEY|ANGELA RENEE BOWLES|ANGELA RENEE O'KEEFE
IAPD individual key: 4755493

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A-TEAM FINANCIAL INVESTMENTS	State registered	Aug 21, 2018	n/a	yes	Oklahoma City, OK	Current employment
ACCESS FINANCIAL GROUP, INC.	n/a	Nov 9, 2017	Sep 6, 2018	no	Oklahoma City, OK\|MOUNT VERNON, TX	Previous registration
ACCESS FINANCIAL GROUP, INC.	Former SEC adviser	Nov 10, 2014	Dec 15, 2017	no	BETHANY, OK\|Oklahoma City, OK	Previous registration
PHILLIPS CAPITAL ADVISORS, INC.	Former SEC adviser	Sep 20, 2012	Oct 29, 2014	no	OKLAHOMA CITY, OK	Previous registration
EIDE BAILLY ADVISORS, LLC	Former SEC adviser	Jun 7, 2012	Oct 8, 2012	no	NORMAN, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ACCESS FINANCIAL GROUP, INC.	A-TEAM FINANCIAL INVESTMENTS	Sep 6, 2018	Aug 21, 2018	-16	Firm change	Other
ACCESS FINANCIAL GROUP, INC.	ACCESS FINANCIAL GROUP, INC.	Dec 15, 2017	Nov 9, 2017	-36	Firm change after gap	Other
PHILLIPS CAPITAL ADVISORS, INC.	ACCESS FINANCIAL GROUP, INC.	Oct 29, 2014	Nov 10, 2014	12	Firm change	Other
EIDE BAILLY ADVISORS, LLC	PHILLIPS CAPITAL ADVISORS, INC.	Oct 8, 2012	Sep 20, 2012	-18	Firm change	Other

Relationships

Registered with (5)

→ A-TEAM FINANCIAL INVESTMENTSRegistered adviserregistration: current employment
Aug 21, 2018 to presentfactForm ADV
→ ACCESS FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 9, 2017 to Sep 6, 2018factForm ADV
→ ACCESS FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 10, 2014 to Dec 15, 2017factForm ADV
→ PHILLIPS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 20, 2012 to Oct 29, 2014factForm ADV
→ EIDE BAILLY ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 7, 2012 to Oct 8, 2012factForm ADV

Dated events

No dated event names this entity yet.