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Current Employers
O'DOnnell Wealth Management

627 Yellowstone Avenue, Cody, WY 82414 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-06
WY RA APPROVED 2023-03-06
  • TX RA
    APPROVED
    Since 2023-03-06
  • WY RA
    APPROVED
    Since 2023-03-06

Branch Locations

627 Yellowstone Avenue, Cody, WY 82414 • United States

627 Yellowstone Avenue, Cody, WY 82414 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Park Hospital Cody WY 07/2016 08/2017
West Park Hospital Cody WY 08/2017 12/2021
O'DOmhnaill Enterprises Inc. (Dba: O'DOnnell Wealth Management) Cody WY 12/2021 06/2022
Saxony Securities, Inc. Saint Louis MO 06/2022 10/2022
Lpl Financial Llc Cody WY 10/2022 Present
O'DOmhnaill Enterprises Inc. (Dba: O'DOnnell Wealth Management) Cody WY 03/2023 Present
  • 07/2016 → 08/2017
    West Park Hospital
    Cody, WY
  • 08/2017 → 12/2021
    West Park Hospital
    Cody, WY
  • 12/2021 → 06/2022
    O'DOmhnaill Enterprises Inc. (Dba: O'DOnnell Wealth Management)
    Cody, WY
  • 06/2022 → 10/2022
    Saxony Securities, Inc.
    Saint Louis, MO
  • 10/2022 → Present
    Lpl Financial Llc
    Cody, WY
  • 03/2023 → Present
    O'DOmhnaill Enterprises Inc. (Dba: O'DOnnell Wealth Management)
    Cody, WY
Other Businesses

1) 02/13/2023 - O'Donnell Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 3/17/2023 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 10/12/2022 - 160 Hours Per Month - Time Spent 100% - 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. 3) 3/17/2023 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 10/12/2022 - 160 Hours Per Month 4) 05/13/2024 - Other - Freelance Voice Talent - Not Investment Related - Home Based - Start Date 02/25/2024 - 4 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-06
  • S66 Uniform Combined State Law Examination
    2022-06-06

View on SEC IAPD

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