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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-29 |
Branch Locations
501 S Cherry St 11Th Floor, Denver, CO 80246 • United States
1070 Race Street Apt. K, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'DOnnell Wealth Management | Denver | CO | 05/2008 | Present |
| Cat Eye Llc | Denver | CO | 06/2011 | 12/2016 |
| Voya Financial Advisors | Denver | CO | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:O`Donnell Wealth Management; Yes; 501 S CHERRY ST 11TH FLOOR; DENVER; CO; 80246; FINANCIAL SERVICES/DBA; OWNER; 5/5/2008; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 501 S CHERRY ST 11TH FLOOR; DENVER; CO; 80246; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/12/2008; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF ENTITY:Sirsimonofsays LLC; No; 1070 Race St, Apt K; Denver; CO; 80206; Brand Ambassador for Weruva Pet Food and Model for Made by Cleo.; Owner; 10/1/2020; 40; 8; I manage the Simon's career and Instagram account. My duties include organizing photoshoots, editing photos, and posting on Instagram. I also communicate with business affiliates and consultants, product vendors, photographers, and negotiate and sign contracts on behalf of Simon. 4. NAME OF OTHER BUSINESS: CHEESMAN SQUARE TOWNHOUSE ASSOCIATION, INC; INVESTMENT RELATED: NO; ADDRESS: 1070 RACE ST, UNIT K, DENVER, CO 80206; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLD QUARTERLY AND ANNUAL BOARD MEMBERS MEETINGS, VOTE ON AND APPROVE INITIATIVES OR SPECIAL ASSESSMENTS, DEVELOP BUDGET, SEND INVOICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-28 |
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