Inactive

Daniel Patrick Otoole

Simplicity Wealth

Minneapolis, MN

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Current Employers

Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-20

CA RA
APPROVED

Since 2026-03-20

Branch Locations

3600 American Blvd W Suite 700, Minneapolis, MN 55431 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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

Organization	City	State	From	To
Horizon Investments	Charlotte	NC	10/2015	10/2017
Quasar Distributors, Llc	Milwaukee	WI	12/2015	10/2017
Meeder Investment Management, Inc	Dublin	OH	10/2017	02/2026
Simplicity Wealth	Lafayette	CA	02/2026	Present

10/2015 → 10/2017

Horizon Investments

Charlotte, NC
12/2015 → 10/2017

Quasar Distributors, Llc

Milwaukee, WI
10/2017 → 02/2026

Meeder Investment Management, Inc

Dublin, OH
02/2026 → Present

Simplicity Wealth

Lafayette, CA

Previous Registrations

2021-05-07 → 2026-02-03

Meeder Advisory Services, Inc.

Dublin, OH
2019-07-10 → 2021-05-07

Meeder Asset Management, Inc.

Dublin, OH
2015-11-24 → 2017-10-20

Horizon Investments Llc

Charlotte, NC
1998-07-15 → 2015-11-05

Assetmark, Inc.

Chicago, IL

Concord, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-07-13
S63	Uniform Securities Agent State Law Examination	1990-06-20

S65 Uniform Investment Adviser Law Examination

1994-07-13
S63 Uniform Securities Agent State Law Examination

1990-06-20

View on SEC IAPD

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