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1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-26 |
Branch Locations
1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-08 |
Branch Locations
1101 Fifth Avenue Suite 150, San Rafael, CA 94901 • United States
1535 N Main St. #200, Walnut Creek, CA 94596 • United States
1520 The Alameda #120, San Jose, CA 95126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Walnut Creek | CA | 12/2012 | 06/2017 |
| Vitucci & Associates, Inc. | Walnut Creek | CA | 06/2017 | Present |
| United Planners' Financial Services Of America | Scottsdale | AZ | 06/2017 | 10/2018 |
| Vitucci & Associates Inc | Walnut Creek | CA | 06/2017 | Present |
| Vitucci & Associates Inc | Walnut Creek | CA | 06/2017 | Present |
| Michael Dean Nakano | Walnut Creek | CA | 06/2017 | Present |
| Independent Financial Group | San Rafael | CA | 10/2018 | Present |
| O'DOnnell Financial Group, Inc | San Rafael | CA | 10/2018 | Present |
(1) O'DONNELL FINANCIAL GROUP, LLC AKA O'DONNELL FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/26/2018 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: REGISTERED REPRESENATATIVE AND IAR AT DBA O'DONNELL FINANCIAL GROUP, LLC AKA O'DONNELL FINANCIAL SERVICES, LLC USED FOR MARKETING PURPOSES (2)MICHAEL DEAN NAKANO POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/08/2018 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: Sales of various insurance products O'DONNELL FINANCIAL GROUP, LLC AKA O'DONNELL FINANCIAL SERVICES POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/26/2018 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: (1)DBA O'Donnell Financial Group, LLC AKA O'Donnell Financial Services, LLC Since 2018 for Outside Registered Investment Advisor/Outside RIA. Approximately 100% of time spent. Activities conducted at office address of record.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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