Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Financial advisor

MICHAEL THOMAS O'DONNELL

At MAI Capital Management · Chico, CA · Hermosa Beach, CA

Registered as MIKE THOMAS O'DONNELL

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction	From	To	Pattern	Announced	Reported Assets
OG Private Wealth	OG Private Wealth	MAI Capital Management	Acquisition	August 18, 2026	$551M

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm	Channel	From	To
MAI CAPITAL MANAGEMENT, LLC	Investment adviser	August 26, 2026	Current
THE O'DONNELL GROUP	Investment adviser	January 28, 2026	August 24, 2026
THE O'DONNELL GROUP	Investment adviser	April 18, 2013	December 31, 2025
PURSHE KAPLAN STERLING INVESTMENTS	Broker-dealer	June 21, 2012	September 14, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Investment adviser	September 15, 2009	July 17, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.	Broker-dealer	September 11, 2009	July 17, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Investment adviser	January 2, 2009	September 14, 2009
RAYMOND JAMES FINANCIAL SERVICES	Investment adviser	June 12, 2007	January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	June 8, 2007	September 14, 2009
MERRILL LYNCH PIERCE FENNER & SMITH INC.	Investment adviser	March 4, 2004	June 11, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	March 4, 2004	June 11, 2007
A. G. EDWARDS & SONS, INC.	Investment adviser	February 17, 2004	February 25, 2004
A. G. EDWARDS & SONS, INC.	Broker-dealer	February 17, 2004	February 25, 2004
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.	Investment adviser	December 20, 2003	February 20, 2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC.	Broker-dealer	December 4, 2003	February 20, 2004
IDS LIFE INSURANCE COMPANY	Broker-dealer	December 4, 2003	February 20, 2004

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.