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627 Yellowstone Avenue, Cody, WY 82414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| WY | RA | APPROVED | 2023-03-31 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-16 |
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