AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EO

Eric S. O Dell

Some features on this profile are disabled
CRD#: 4232011
EO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Scott O Dell, who also goes by Eric S O Dell, Eric S O'dell, Eric Scott O'dell, Eric S Odell, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2000. Eric had worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric S O Dell | Eric S O'dell | Eric Scott O'dell | Eric S Odell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 4, 2025 - July 29, 2025

BIRCH LAKE PARTNERS, LP

BD
CRD#: 285558
CHICAGO, IL
Past

January 21, 2021 - November 5, 2024

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
CHICAGO, IL
Past

July 11, 2017 - January 21, 2021

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
CHICAGO, IL
Past

February 16, 2016 - June 19, 2017

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
CHICAGO, IL
Past

October 24, 2007 - January 12, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL
Past

February 13, 2003 - December 2, 2003

DRESNER INVESTMENT SERVICES, INC.

BD
CRD#: 35145
CHICAGO, IL
Past

September 7, 2000 - February 19, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/15/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BL
BIRCH LAKE PARTNERS, LP
BIRCH LAKE PARTNERS, LP

CRD#: 285558 / SEC#: , 8-69853

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606
Mailing Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606
Phone number
(312) 973-1800
Established
Delaware since 04/11/2016
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BUTLER, JOHN W. JRCEO6714787
BUTLER, JOHN W. JRLIMITED PARTNER6714787
BIRCH LAKE PARTNERS GP, LLCGENERAL PARTNER
CHOW, PAULINE POLINGMANAGING DIRECTOR, CCO, AMLCO6782996
KIRSCHENBLATT, CHAD ETHANFINOP2503352

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BIRCH LAKE PARTNERS, LP

CRD#: 285558

TRUST BUT VERIFY

Monitor Eric O Dell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics