Kyle Ladd has been an investment adviser representative at O'Donnell Financial Services since October 2025, and is not listed among the firm’s executive officers or direct owners.
O'Donnell Financial Services, LLC is a San Rafael, CA firm with $427M under management, 995 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Kyle Ladd’s longest registration was 4 years at TD Ameritrade, Inc. (2018–2022). Before joining O'Donnell Financial Services in 2025, Kyle Ladd was registered through Independent Financial Group, LLC and Charles Schwab & Co., Inc.
- – present · 1 yearSan Rafael, CA · Adviser representative · Firm CRD 172520
- Independent Financial Group, LLC– · under a yearSan Rafael, CA · Adviser representative · Firm CRD 7717
- Charles Schwab & Co., Inc.– · 1 yearCampbell, CA · Adviser representative · Firm CRD 5393
- TD Ameritrade Investment Management, LLC– · 2 yearsCampbell, CA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 4 yearsCampbell, CA · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 2 yearsSoquel, CA · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 169988
- NFP Advisor Services, LLC– · 1 yearLafayette, CA · Adviser representative · Firm CRD 42046
- Morgan Stanley– · 1 yearSan Jose, CA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Kyle Ladd is registered as an investment adviser representative in California, since October 2025.
- CaliforniaSince 16 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 February 2012 |
| Series 7 | General Securities Representative Examination | 18 January 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Jordan Ladd
- CRD
- 6003290
- Firm
- O'Donnell Financial Services · CRD 172520
- Office
- 1101 FIFTH AVE., SUITE 150, San Rafael, CA 94901
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kyle Ladd work?
Kyle Ladd is an investment adviser representative registered through O'Donnell Financial Services, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Ladd a financial advisor?
Yes. Kyle Ladd has a current investment-adviser registration in California, through O'Donnell Financial Services since October 2025.
How many years of experience does Kyle Ladd have?
Kyle Ladd has 12 years in the financial industry, since January 2014, across 8 adviser firms.
What exams has Kyle Ladd passed?
Kyle Ladd has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2012. FINRA credited Kyle Ladd with the SIE, which began in October 2018.
Where did Kyle Ladd work before O'Donnell Financial Services?
Before O'Donnell Financial Services, Kyle Ladd was registered through Independent Financial Group, LLC, March 2025 to March 2025; Charles Schwab & Co., Inc., January 2022 to January 2024; TD Ameritrade Investment Management, LLC, February 2021 to September 2023; TD Ameritrade, Inc., March 2018 to October 2022; TD Ameritrade Investment Management, LLC, March 2018 to December 2020; Scottrade Investment Management, February 2017 to March 2018; NFP Advisor Services, LLC, January 2014 to June 2015; Morgan Stanley, February 2012 to November 2013.
Where is Kyle Ladd based?
Kyle Ladd’s registered office is in San Rafael, CA.
Is Kyle Ladd registered with FINRA?
Yes. Kyle Ladd has a current broker registration, under CRD 6003290.
Source: FINRA BrokerCheck
How can I verify Kyle Ladd’s record?
Search CRD 6003290 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Ladd’s full registration record.
