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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

KYLE JORDAN LADD

Advisor at O'DONNELL FINANCIAL SERVICES, LLC

SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:2deafa85-d357-90ec-aebf-0c1e352694e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Feb 16, 2012 to Sep 14, 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: Feb 15, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 15, 2012
First registration: Feb 16, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 6003290

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
O'DONNELL FINANCIAL SERVICES, LLC	Independent wealth	Oct 16, 2025	n/a	yes	SAN RAFAEL, CA	Current employment
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Mar 24, 2025	Mar 24, 2025	no	San Rafael, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 26, 2022	Jan 10, 2024	no	Campbell, CA\|Campbell, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 11, 2021	Sep 7, 2023	no	CAMPBELL, CA\|Campbell, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 11, 2021	Oct 14, 2022	no	CAMPBELL, CA\|Campbell, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 15, 2018	Dec 31, 2020	no	Soquel, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 15, 2018	Jan 11, 2021	no	SOQUEL, CA\|Walnut Creek, CA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Feb 23, 2017	Mar 15, 2018	no	SAINT LOUIS, MO	Previous registration
O'DONNELL FINANCIAL SERVICES, LLC	Independent wealth	Jan 12, 2016	May 19, 2017	no	CAMPBELL, CA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 10, 2014	Jun 8, 2015	no	Pleasant Hill, CA	Previous registration
MORGAN STANLEY	Wirehouse	Feb 16, 2012	Nov 14, 2013	no	San Jose, 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
INDEPENDENT FINANCIAL GROUP, LLC	O'DONNELL FINANCIAL SERVICES, LLC	Mar 24, 2025	Oct 16, 2025	206	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	INDEPENDENT FINANCIAL GROUP, LLC	Jan 10, 2024	Mar 24, 2025	439	Firm change after gap	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 7, 2023	Jan 26, 2022	-589	Bulk transfer	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Feb 11, 2021	-610	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Mar 15, 2018	-1,022	Bulk transfer	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 15, 2018	Mar 15, 2018	0	Firm change	Ibd to RIA
O'DONNELL FINANCIAL SERVICES, LLC	SCOTTRADE INVESTMENT MANAGEMENT	May 19, 2017	Feb 23, 2017	-85	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	O'DONNELL FINANCIAL SERVICES, LLC	Jun 8, 2015	Jan 12, 2016	218	Firm change	Other
MORGAN STANLEY	NFP ADVISOR SERVICES, LLC	Nov 14, 2013	Jan 10, 2014	57	Firm change	Other

Relationships

Registered with (8)

→ O'DONNELL FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 12, 2016 to May 19, 2017factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Mar 24, 2025 to Mar 24, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 26, 2022 to Jan 10, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 11, 2021 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 11, 2021 to Oct 14, 2022factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 23, 2017 to Mar 15, 2018factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 10, 2014 to Jun 8, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 16, 2012 to Nov 14, 2013factForm ADV

Dated events

Occurred
Mar 24, 2025
Advisor changed firm
Kyle Jordan Ladd left Independent Financial Group, Llc for O'Donnell Financial Services, Llc (registered 2025-10-16)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2024
Advisor changed firm
Kyle Jordan Ladd left Charles Schwab & Co., Inc. for Independent Financial Group, Llc (registered 2025-03-24)
Form ADVobserved 4 days ago