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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

GREGORY CHARLES O'DONNELL

Advisor at O'DONNELL FINANCIAL SERVICES, LLC

SAN JOSE, CA | WALNUT CREEK, CA | San Rafael, CA | SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:046fea4c-cd08-7793-dd8e-6dabb1dee49d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O'DONNELL FINANCIAL SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 2
Exams: S63|S65
First exam: Oct 11, 1996
First registration: Mar 9, 2000
Dual registered: yes, broker-dealer
Other names: GREGORY CHARLES ODONNELL
IAPD individual key: 2802185

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Jan 13, 2017	n/a	yes	San Rafael, CA\|WALNUT CREEK, CA\|SAN JOSE, CA	Current employment
O'DONNELL FINANCIAL SERVICES, LLC	Independent wealth	Mar 19, 2015	n/a	yes	SAN RAFAEL, CA	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	May 14, 2013	Nov 16, 2015	no	LARKSPUR, CA\|SAN RAFAEL, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	May 26, 2009	May 14, 2013	no	SAN RAFAEL, CA\|LARKSPUR, CA	Previous registration
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	May 23, 2008	May 28, 2009	no	OAKLAND, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Jul 11, 2000	May 21, 2008	no	LARKSPUR, CA\|LARKSPUR, CA	Previous registration
STERLING FINANCIAL SERVICES, INC.	n/a	Mar 9, 2000	Mar 17, 2009	no	LARKSPUR, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURITIES AMERICA ADVISORS, INC.	O'DONNELL FINANCIAL SERVICES, LLC	Nov 16, 2015	Mar 19, 2015	-242	Firm change after gap	Other
FINANCIAL TELESIS, INC.	SECURITIES AMERICA ADVISORS, INC.	May 14, 2013	May 14, 2013	0	Firm change	Other
LIBERTY WEALTH MANAGEMENT, LLC	FINANCIAL TELESIS, INC.	May 28, 2009	May 26, 2009	-2	Firm change	Other
STERLING FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Mar 17, 2009	Jul 11, 2000	-3,171	Firm change after gap	Other
OSAIC WEALTH, INC.	LIBERTY WEALTH MANAGEMENT, LLC	May 21, 2008	May 23, 2008	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110518:172520:CA:2015-11-16	Nov 16, 2015	Mar 19, 2015	SAN RAFAEL, CA	Firm change after gap

Relationships

Registered with (7)

→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jan 13, 2017 to presentfactForm ADV
→ O'DONNELL FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Mar 19, 2015 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
May 14, 2013 to Nov 16, 2015factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
May 26, 2009 to May 14, 2013factForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 23, 2008 to May 28, 2009factForm ADV
→ STERLING FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 9, 2000 to Mar 17, 2009factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jul 11, 2000 to May 21, 2008factForm ADV

Dated events

No dated event names this entity yet.