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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-06-29
  • CO RA
    APPROVED
    Since 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

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
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
  • 05/2008 → Present
    O'DOnnell Wealth Management
    Denver, CO
  • 06/2011 → 12/2016
    Cat Eye Llc
    Denver, CO
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Denver, CO
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2006-05-12 → 2021-06-09
    Denver, CO
    Cedar Rapids, IA
    Albany, NY
    Midvale, UT
    Windsor, CT
  • 2002-04-30 → 2006-05-12
    Waddell & Reed
    Denver, CO
    Denver, CO
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-28
  • S66 Uniform Combined State Law Examination
    2002-03-28
Designations

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