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Detailed Report
KATHLEEN KELLY ODONNELL
KATHLEEN KELLY MURPHY
CRD#: 6215418
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 345 KINGS HWY
PORT CHARLOTTE, FL 33983
Registration History
20132014201520162017201820192020202120222023202420252026IAWELLS FARGO ADVISORS (CRD# 19616)2021 - Present (3 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2013 - Present (11 years)
License(s)

State Registrations

B
Arizona 3/2/2021
B
Minnesota 6/29/2022
B
California 6/30/2017
B
Nevada 1/18/2023
B
Florida 8/2/2013
B
New Jersey 7/25/2018
IA
Florida 10/11/2021
B
North Carolina 3/1/2022
B
Georgia 8/13/2013
B
Pennsylvania 1/18/2019
B
Illinois 6/23/2020

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
345 KINGS HWY, PORT CHARLOTTE, FL 33983
Registered with this firm since 10/11/2021
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
345 KINGS HWY, PORT CHARLOTTE, FL 33983
Registered with this firm since 8/2/2013
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.