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Advisor at MAI CAPITAL MANAGEMENT, LLC
Chico, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | Independent wealth | Aug 26, 2026 | n/a | yes | Chico, CA | Current employment |
| THE O'DONNELL GROUP | Former SEC adviser | Apr 2, 2026 | Aug 24, 2026 | no | CHICO, CA | Previous registration |
| THE O'DONNELL GROUP | Former SEC adviser | Apr 25, 2012 | Dec 31, 2025 | no | CHICO, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 15, 2009 | Jun 19, 2012 | no | CHICO, CA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Sep 14, 2009 | no | SAINT PETERSBURG, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Jun 12, 2007 | Jan 2, 2009 | no | Roseville, CA|Chico, CA|Roseville, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 20, 2005 | Jun 11, 2007 | no | CHICO, CA|CHICO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE O'DONNELL GROUP | MAI CAPITAL MANAGEMENT, LLC | Aug 24, 2026 | Aug 26, 2026 | 2 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | THE O'DONNELL GROUP | Jun 19, 2012 | Apr 25, 2012 | -55 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 14, 2009 | Sep 15, 2009 | 1 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES, INC. | Jun 11, 2007 | Jun 12, 2007 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 162562:109807:CA:2026-08-24 | Aug 24, 2026 | Aug 26, 2026 | CHICO, CA | Firm change |