JOHN JOSEPH O'TOOLE is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2022-12-20 | present | Yes |
| WARREN FINANCIAL SERVICE | 2014-11-12 | 2022-12-22 | — |
| RBC CAPITAL MARKETS, LLC | 2009-02-27 | 2013-02-08 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1999-01-29 | 2009-03-19 | — |