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.

Advisor moves

Arrivals at O'Donnell Financial Services, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kyle Jordan LaddIndependent Financial Group, LLC BD affiliatedO'Donnell Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2025Oct 16, 2025 (206 d)
Christopher John CummockIndependent Financial Group, LLC BD affiliatedO'Donnell Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2024May 28, 2024
Lisa Ann GalloIndependent Financial Group, LLC BD affiliatedO'Donnell Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2023Oct 25, 2018
Michael PowellLPL Financial LLC BD affiliatedO'Donnell Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2019Jan 3, 2020
Stephen Ernest MantzourisLiberty Wealth Management, LLC otherO'Donnell Financial Services, LLC otherOtherOct 9, 2017Nov 29, 2017 (51 d)
Gregory Charles O'DonnellSecurities America Advisors, Inc. otherO'Donnell Financial Services, LLC otherOtherNov 16, 2015Mar 19, 2015
Troy Collins CopelandSecurities America Advisors, Inc. otherO'Donnell Financial Services, LLC otherOtherNov 16, 2015Aug 11, 2015
Kyle Jordan LaddNfp Advisor Services, LLC otherO'Donnell Financial Services, LLC otherOtherJun 8, 2015Jan 12, 2016 (218 d)
Page 1 of 1
8 moves match.