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627 Yellowstone Avenue, Cody, WY 82414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-18 |
| WY | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffalo Bill Center Of The West | Cody | WY | 11/2015 | 08/2017 |
| Unemployed | Cody | WY | 09/2017 | 09/2018 |
| Cody Coffee Roaster, Llc | Cody | WY | 10/2018 | 02/2020 |
| Saxony Securities, Inc. | St. Louis | MO | 01/2020 | 10/2022 |
| Lpl Financial Llc | Cody | WY | 10/2022 | Present |
| O'DOnnell Wealth Management | Cody | WY | 01/2020 | Present |
1) 09/28/2022 - O'Donnell Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/02/2022 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date -10/2022 3) 11/02/2022 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through O'Donnell Wealth Management, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
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