David Z. O'donnell
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.
David Zen O'donnell, who also goes by David Z O'donnell, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2013. David had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 26, 2015 - June 30, 2015
SEACOAST FINANCIAL GROUP LLC
September 2, 2014 - May 17, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
March 18, 2013 - September 2, 2014
CREATIVEONE SECURITIES, LLC
State Registrations and Notice Filings
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Current Firm
SEACOAST FINANCIAL GROUP LLC
CRD#: 174957 / SEC#:
Contact information
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.
