Kevin Patrick O'donnell

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2015-12-07
MA	RA	APPROVED	2006-05-03

Branch Locations

244 Main Street, Great Barrington, MA 01230 • United States

31 Court St., Westfield, MA 01085 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Berkshirebanc Investment Services	Pittsfield	MA	04/2006	Present
Commonwealth Financial Network	Waltham	MA	05/2006	Present

2004-10-20 → 2006-03-28

Banc Of America Investment Services, Inc.

Bridgewater, MA

Newton, MA
2004-07-07 → 2004-10-20

Quick & Reilly, Inc.

Newton, MA
2003-04-11 → 2004-04-02

Ubs Financial Services Inc.

Stamford, CT
2002-06-27 → 2003-04-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stamford, CT

Fixed insurance sales; as of 2006; 3% of time spent during business hours; Conducted at branch location; Investment related.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-06-24
S63	Uniform Securities Agent State Law Examination	1998-06-08

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