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Robert Allan O'TOole

Personal Wealth Planning, LLC

Hollywood, FL

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Current Employers
Personal Wealth Planning, Llc

2450 Hollywood Blvd Suite 302, Hollywood, FL 33020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-12
FL RA APPROVED 2018-12-10
  • TX RA
    APPROVED_RES
    Since 2019-07-12
  • FL RA
    APPROVED
    Since 2018-12-10

Branch Locations

2450 Hollywood Blvd Suite 302, Hollywood, FL 33020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluekey Personal Wealth Planning, A Limited Liability Company Hollywood FL 04/2013 12/2018
Personal Wealth Planning, Llc Hollywood FL 12/2018 Present
Personal Wealth Planning, Llc Hollywood FL 03/2009 Present
Arrow Asphalt & Engineering, Inc. Hollywood FL 12/1997 01/2020
  • 04/2013 → 12/2018
    Bluekey Personal Wealth Planning, A Limited Liability Company
    Hollywood, FL
  • 12/2018 → Present
    Personal Wealth Planning, Llc
    Hollywood, FL
  • 03/2009 → Present
    Personal Wealth Planning, Llc
    Hollywood, FL
  • 12/1997 → 01/2020
    Arrow Asphalt & Engineering, Inc.
    Hollywood, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-13
  • S66 Uniform Combined State Law Examination
    2001-09-13
Designations
Other Names
  • Robert Allan Otoole

View on SEC IAPD

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