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Patrick Odonnell

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-05-31
  • NC RA
    APPROVED
    Since 2022-05-31

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Charlotte, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mequon WI 06/2017 04/2019
Kohler Co. Kohler WI 05/2015 06/2017
Bank Of America, N.A. Mequon WI 06/2017 04/2019
Lpl Financial, Llc San Diego CA 05/2019 07/2021
Lpl Financial Llc Fort Mill SC 04/2022 Present
Unemployed Charlotte NC 08/2021 04/2022
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-20
  • S66 Uniform Combined State Law Examination
    2017-11-20
Other Names
  • Patrick A O'DOnnell
  • Patrick Odonnell
  • Patrick O'DOnnell
  • Patrick Anthony Odonnell

View on SEC IAPD

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Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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