# DANIEL PATRICK OTOOLE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SIMPLICITY WEALTH LLC](https://search.stillhousedata.com/firm/300572) | 2026-03-20 | present | Yes |
| [MEEDER ADVISORY SERVICES, INC](https://search.stillhousedata.com/firm/106814) | 2021-05-07 | 2026-02-03 | — |
| [MEEDER ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/105794) | 2019-07-10 | 2021-05-07 | — |
| [HORIZON INVESTMENTS LLC](https://search.stillhousedata.com/firm/109552) | 2015-11-24 | 2017-10-20 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 1998-07-15 | 2015-11-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1710600)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1710600.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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