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RIA / WealthAdvisorCertified Financial Planner22 years in industry

MICHAEL THOMAS O'DONNELL

Advisor at MAI CAPITAL MANAGEMENT, LLC

Chico, CA

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Search this name across graphsid dfx:ria:cc70cfdb-cc51-cbce-f58a-1cd2f70b8122

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 20, 2003 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: MAI CAPITAL MANAGEMENT, 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: Dec 19, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 19, 2003
First registration: Dec 20, 2003
Dual registered: no
Other names: MIKE THOMAS O'DONNELL
IAPD individual key: 4719248

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
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 26, 2026	n/a	yes	Chico, CA	Current employment
THE O'DONNELL GROUP	Former SEC adviser	Jan 28, 2026	Aug 24, 2026	no	CHICO, CA	Previous registration
THE O'DONNELL GROUP	Former SEC adviser	Apr 18, 2013	Dec 31, 2025	no	CHICO, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Sep 15, 2009	Jul 17, 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	Mar 4, 2004	Jun 11, 2007	no	CHICO, CA\|CHICO, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Feb 17, 2004	Feb 25, 2004	no	CHICO, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 20, 2003	Feb 20, 2004	no	ROSEVILLE, 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
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	Jul 17, 2012	Apr 18, 2013	275	Firm change	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
A. G. EDWARDS & SONS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 25, 2004	Mar 4, 2004	8	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	A. G. EDWARDS & SONS, INC.	Feb 20, 2004	Feb 17, 2004	-3	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
162562:109807:CA:2026-08-24	Aug 24, 2026	Aug 26, 2026	CHICO, CA	Firm change

Relationships

Registered with (8)

→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ THE O'DONNELL GROUPRegistered adviserregistration: previous registration
Jan 28, 2026 to Aug 24, 2026factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 15, 2009 to Jul 17, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Sep 14, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 12, 2007 to Jan 2, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 4, 2004 to Jun 11, 2007factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Feb 17, 2004 to Feb 25, 2004factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 20, 2003 to Feb 20, 2004factForm ADV

Dated events

Occurred
Aug 24, 2026
Advisor changed firm
Michael Thomas O'Donnell left The O'Donnell Group for Mai Capital Management, Llc (registered 2026-08-26)
Form ADVobserved 5 days ago