Sean O'Toole is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with PENSERRA GLOBAL INVESTORS LLC, PENSERRA WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PENSERRA WEALTH MANAGEMENT LLC | 2026-05-11 | present | Yes |
| PENSERRA GLOBAL INVESTORS LLC | 2026-05-11 | present | Yes |
| MAVERICK LTC, LLC | 2021-06-11 | 2024-09-28 | — |
| EDWARD D. JONES & CO., L.P. | 2018-10-08 | 2021-06-14 | — |