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Current Employers
O'DOnnell Wealth Management

627 Yellowstone Avenue, Cody, WY 82414 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-08
WY RA APPROVED 2023-03-31
  • TX RA
    APPROVED_RES
    Since 2026-03-08
  • WY RA
    APPROVED
    Since 2023-03-31

Branch Locations

627 Yellowstone Avenue, Cody, WY 82414 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wyoming Army National Guard Afton WY 11/2016 10/2021
City Of Port Jervis Police Department Port Jervis NY 03/2013 03/2017
City Of Cody Police Department Cody WY 02/2017 11/2019
Town Of Jackson Police Department Jackson WY 11/2019 Present
Teton County Sheriff's Office Jackson WY 01/2022 12/2022
New York Army National Guard Camp Smith NY 10/2010 11/2016
Lpl Financial Llc Cody WY 12/2022 Present
O'DOnnell Wealth Management Cody WY 03/2023 Present
  • 11/2016 → 10/2021
    Wyoming Army National Guard
    Afton, WY
  • 03/2013 → 03/2017
    City Of Port Jervis Police Department
    Port Jervis, NY
  • 02/2017 → 11/2019
    City Of Cody Police Department
    Cody, WY
  • 11/2019 → Present
    Town Of Jackson Police Department
    Jackson, WY
  • 01/2022 → 12/2022
    Teton County Sheriff's Office
    Jackson, WY
  • 10/2010 → 11/2016
    New York Army National Guard
    Camp Smith, NY
  • 12/2022 → Present
    Lpl Financial Llc
    Cody, WY
  • 03/2023 → Present
    Cody, WY
Other Businesses

1) 03/07/2023 - Town of Jackson Police Department - Law Enforcement - Non-inv. Related - Jackson, WY - Reserve Police Officer - Start Date 11/12/2019 - 12hrs/month; 0 Hr During Trading. 2) 03/07/2023 - Stephen O'Donnell Jr. - Notary Public - Inv. Related - Cody, WY - Notary - Start Date 04/05/2020 - 1hr/month During Trading. 3) 03/07/2023 - O'Donnell Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2023 - 160 Hrs/Mo During Trading. 3) 03/30/2023 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading Time Spent 90% 4) 03/30/2023 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading Time Spent 90% - I provide investment advisory services through O'Donnell Wealth Management, an independent investment advisor firm. I started this business activity in 1/2023. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-09
S63 Uniform Securities Agent State Law Examination 2010-10-16
  • S66 Uniform Combined State Law Examination
    2023-02-09
  • S63 Uniform Securities Agent State Law Examination
    2010-10-16

View on SEC IAPD

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