Kathleen Grace Odonnell

955,800 advisory clients

Reported services (Item 5G)

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

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-08-10

Branch Locations

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	11/2020	Present
The Fund For The Public Interest	Denver	CO	10/2018	11/2020
University Of Denver, Westminster Law Library	Denver	CO	01/2019	09/2019
University Of Denver, Fritz Knoebel School Of Hospitality Manage	Denver	CO	10/2017	10/2018
University Of Denver	Denver	CO	07/2014	08/2018
Waseda University	Tokyo		09/2016	08/2017

11/2020 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
10/2018 → 11/2020

The Fund For The Public Interest

Denver, CO
01/2019 → 09/2019

University Of Denver, Westminster Law Library

Denver, CO
10/2017 → 10/2018

University Of Denver, Fritz Knoebel School Of Hospitality Manage

Denver, CO
07/2014 → 08/2018

University Of Denver

Denver, CO
09/2016 → 08/2017

Waseda University

Tokyo

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-10
S63	Uniform Securities Agent State Law Examination	2021-09-03