DANIEL PATRICK OTOOLE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2026-03-20 | present | Yes |
| MEEDER ADVISORY SERVICES, INC | 2021-05-07 | 2026-02-03 | — |
| MEEDER ASSET MANAGEMENT, INC. | 2019-07-10 | 2021-05-07 | — |
| HORIZON INVESTMENTS LLC | 2015-11-24 | 2017-10-20 | — |
| ASSETMARK, INC. | 1998-07-15 | 2015-11-05 | — |