STEPHEN CRAIG TOSI is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with GENERATIONS INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EFFICIENT ADVISORS | 2022-12-02 | 2025-08-21 | — |
| SOWELL FINANCIAL SERVICES, LLC | 2019-05-14 | 2023-03-01 | — |
| MATSON MONEY, INC. | 2017-05-25 | 2025-09-10 | — |
| GENERATIONS INVESTMENT ADVISORS, LLC | 2006-08-09 | present | Yes |
| NEXT FINANCIAL GROUP, INC. | 2005-04-01 | 2006-08-09 | — |