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Current Employers
O'DOnnell Financial Services, Llc

1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-26
  • CA RA
    APPROVED
    Since 2018-10-26

Branch Locations

1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States

Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-08
  • CA RA
    APPROVED
    Since 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

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
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
  • 12/2012 → 06/2017
    National Planning Corporation
    Walnut Creek, CA
  • 06/2017 → Present
    Vitucci & Associates, Inc.
    Walnut Creek, CA
  • 06/2017 → 10/2018
    United Planners' Financial Services Of America
    Scottsdale, AZ
  • 06/2017 → Present
    Vitucci & Associates Inc
    Walnut Creek, CA
  • 06/2017 → Present
    Vitucci & Associates Inc
    Walnut Creek, CA
  • 06/2017 → Present
    Michael Dean Nakano
    Walnut Creek, CA
  • 10/2018 → Present
    Independent Financial Group
    San Rafael, CA
  • 10/2018 → Present
    O'DOnnell Financial Group, Inc
    San Rafael, CA
Previous Registrations
  • 2017-06-14 → 2018-10-08
    South San Francisco, CA
    Larkspur, CA
    Scottsdale, AZ
    Pleasanton, CA
    Emeryville, CA
    San Jose, CA
    Cupertino, CA
    San Mateo, CA
    Santa Rosa, CA
    Sonoma, CA
    San Francisco, CA
    Fairfield, CA
    San Rafael, CA
    Walnut Creek, CA
    Sacramento, CA
    Petaluma, CA
  • 2012-12-07 → 2017-06-15
    National Planning Corporation
    Walnut Creek, CA
    San Jose, CA
    Sacramento, CA
    Sonoma, CA
    Seaside, CA
    Santa Rosa, CA
    Fairfield, CA
    San Francisco, CA
    San Mateo, CA
    Cupertino, CA
    Larkspur, CA
    San Bruno, CA
    Pleasanton, CA
    San Rafael, CA
    Scotts Valley, CA
    Emeryville, CA
  • 2007-07-27 → 2012-12-17
    San Mateo, CA
    Burlingame, CA
    Fort Mill, SC
    Pleasant Hill, CA
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-24
  • S63 Uniform Securities Agent State Law Examination
    1994-06-24
Other Names
  • Michael Dean Nakano

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