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1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-16 |
Branch Locations
1101 Fifth Ave. Suite 150, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego State University | San Diego | CA | 09/2014 | 09/2019 |
| The Don Room, El Cortez | San Diego | CA | 09/2016 | 03/2019 |
| Independent Financial Group, Llc | San Diego | CA | 07/2019 | 08/2026 |
| O'DOnnell Financial Services Llc | San Diego | CA | 05/2025 | Present |
| O'DOnnell Financial Services Llc | Lincoln | NE | 05/2025 | Present |
| Independent Financial Group, Llc | San Rafael | CA | 08/2026 | Present |
O'DONNELL FINANCIAL SERVICES LLC POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2025 ADDRESS: 12671 High Bluff Dr, Ste 200, San Diego CA 92130, United States DESCRIPTION: Administrative support
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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