JJ
John Joseph O'toole
CRD 1811307
Firms
| Firm | Role | As of |
|---|---|---|
| Ep Wealth Advisors, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Warren Financial Service & Associates, Inc.
Managing Partner · Less than 5% · Aug 2022
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗