# STEPHEN CRAIG TOSI

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EFFICIENT ADVISORS](https://search.stillhousedata.com/firm/150144) | 2022-12-02 | 2025-08-21 | — |
| [SOWELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/127145) | 2019-05-14 | 2023-03-01 | — |
| [MATSON MONEY, INC.](https://search.stillhousedata.com/firm/110425) | 2017-05-25 | 2025-09-10 | — |
| [GENERATIONS INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/141248) | 2006-08-09 | present | Yes |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2005-04-01 | 2006-08-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4632046)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4632046.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.