Peter John Succoso

Current Employers

Employment History

• 02/2007 → 01/2024
  Woodbury Financial Services
  Hockessin, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Center Valley, PA
• 06/2025 → Present
  Sherpa Capital Management, Llc
  Jupiter, FL

Previous Registrations

• 2007-02-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wexford, PA
  Hockessin, DE
  Bethlehem, PA
  Center Valley, PA
• 2004-01-23 → 2007-02-28
  Hornor, Townsend & Kent, Llc
  Hockessin, DE
  Conshohocken, PA

Other Businesses

1. SHERPA INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2019 ADDRESS: 722 Yorklyn Road, Suite 300, Hockessin, DE 19707 DESCRIPTION: Advisory 2. SHERPA FINANCIAL SERVICES POSITION: Life Coach-Financial Planner NATURE: DBA for Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 722 Yorklyn Road, Suite 300, Hockessin, DE 19707 DESCRIPTION: As a certified life coach I am able to utilize the Design Your Life materials and provide financial planning. 3. HOCKESSIN MONTESORI SCHOOL BOARD MEMBER POSITION: Board Member NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1989 ADDRESS: 1000 Old Lancaster Pike DESCRIPTION: Board Member at large. 4. SHERPA CONSULTING POSITION: Principal NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1999 ADDRESS: 722 Yorklyn Road, Suite 300, Hockessin, DE 19707 DESCRIPTION: Provide Strategic Planning and executive coaching services for a select group of companies. 5. SHERPA CAPITAL MANAGEMENT, LLC POSITION: Officer/Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/18/2025 ADDRESS: 500 Ocean Trail Way, Unit 505, Jupiter, FL 33477 DESCRIPTION: CEO, Investment Advisor 6. OCEAN TRAIL V HOA & OCEAN TRAIL UNIT OWNERS ASSOCIATION (OTUOA)A POSITION: President NATURE: Condominium Boards INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 03/08/2023 ADDRESS: 500 Ocean Trail Way, Jupiter FL 33477, United States DESCRIPTION: Provide oversight as a member of a 5 person Board of Directors, and a Property Management Group for the 50 Unit condominium and 602 Units of the Master Association where I reside in Jupiter, Florida. I do not have signing authority for financial accounts, checks etc and am not listed on accounts

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-06
• S63 Uniform Securities Agent State Law Examination
  1998-10-28