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627 Yellowstone Avenue, Cody, WY 82414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
| WY | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'DOmhanaill Enterprises, Inc. (Dba O'DOnnell Wealth Management) | Cody | WY | 07/2014 | Present |
| Saxony Securities, Inc. | Saint Louis | MO | 11/2015 | 10/2022 |
| Lpl Financial Llc | Cody | WY | 10/2022 | Present |
1) 9/2022- O'Domhanaill Enterprises, Inc. (DBA O'Donnell Wealth Management) - DBA for LPL Business (entity for LPL business)- inv. related - Cody, WY - Chief Executive Officer and Chief Investment Officer 2) 11/02/2022 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/2022 - 160 Hours Per Month/8 Hours During Securities Trading - 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. 4) 03/2023- Investment Funds Committee Selection Panel for the state of Wyoming. No compensation received. No check writing authority. Time spent= 2 hour/month 5) 03/18/2024 - Ard-Ri' Holdings LLC - Inv Related - At Reported Business Location(s) - Real Estate Rental - Started: 3/11/2024 - 2 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-30 |
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