DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Andrew Odonnell
Feed of 09/14/2026
Also filed as William Andrew O'Donnell
At current firm
9 y
since Nov 30, 2016
In the industry
24 y
since Oct 3, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Nov 30, 2016 · Roseville, Ca
- Financial Engines Advisor Center, LLC formerApr 27, 2015 to Nov 30, 2016 · Roseville, Ca
- The Mutual Fund Store formerJan 24, 2007 to May 15, 2015 · Roseville, Ca
- Legg Mason Wood Walker, Incorporated unclassifiedOct 11, 2001 to Apr 16, 2003 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Nov 30, 2016, registered Nov 30, 2016 (0 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft May 15, 2015, registered Apr 27, 2015 (-18 days) · Other · moved with a team
- Legg Mason Wood Walker, Incorporated to The Mutual Fund Storeleft Apr 16, 2003, registered Jan 24, 2007 (1379 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address