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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED_RES | 2026-08-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chico Wealth Llc | Chico | CA | 06/2012 | 08/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2012 | 12/2018 |
| Mai Capital Management, Llc | Cleveland | OH | 08/2026 | Present |
1) CHICO WEALTH, LLC DBA THE O'DONNELL GROUP; INVESTMENT RELATED; 2571 CALIFORNIA PARK DR, STE 130 CHICO, CA 95928; RIA; IAR; START DATE: 06/2012; APPROX 120 HRS/MO; ASSISTING IN FINANCIAL PLANNING 2) ENLOE FOUNDATION BOARD, 249 W. 6TH AVE, CHICO, CA 95926. NOT INVESTMENT RELATED, BOARD MEMBER, 4/2015-PRESENT. 1 HR/MONTH DURING TRADING, DUTIES INCLUDE ASSISTING HOSPITAL IN FUNDRAISING ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-19 |
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