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900 Fox Valley Drive Suite 206, Longwood, FL 32779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-03 |
Branch Locations
900 Fox Valley Drive Suite 206, Longwood, FL 32779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'TOole Strategic Investments Llc | Longwood | FL | 01/2022 | Present |
| The O'TOole Group | Longwood | FL | 03/2011 | Present |
The O'Toole Group; Investment related: Yes; Address: Longwood, Florida Nature: Insurance; Position: Licensed Insurance Agent & Broker; Start: 03/2011; hours/month, during securities trading: 100; Duties: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-21 |
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