Peter Bowe Marmaras

Current Employers

Employment History

• 06/2005 → Present
  Marmaras And Smith, Llc
  Bethlehem, PA
• 07/2005 → Present
  Vicus Capital, Inc. (Formerly Pfg Financial Advisors)
  State College, PA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2015 → 12/2020
  Core Income Advisors Llc
  St Louis Park, MN
• 12/2004 → Present
  Peter Marmaras & Co. Llc
  Pen Argyl, PA

Previous Registrations

• 2001-05-22 → 2013-01-02
  Marmaras & Smith, Llc.
  Allentown , PA

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 11/1987, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, FIXED INDEX ANNUITIES, AND LONG-TERM CARE; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 11/1998, 40HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. MARMARAS & SMITH, LLC, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR FINANCIAL SERVICES (SECURITIES/ADVISORY/INSURANCE), START 06/2005, 40HRS/WK (32.5 TRADING HOURS), FOUNDING PARTNER, PROVIDE FINANCIAL SERVICES; 4. WESLEY UNITED METHODIST CHURCH, NOT INVESTMENT RELATED, 2540 CENTER ST., BETHLEHEM, PA 18017, CHURCH, START 2003, 2HRS/WK (NON-TRADING HOURS), FINANCE TEAM LEADER; 5. FIGHTING CHILDREN'S CANCER FOUNDATION, NOT INVESTMENT RELATED, 1700 ROUTE 23 NORTH, SUITE# 300, WAYNE, NJ 07470, CHARITY, START 2008, 1HRS/WK (NON-TRADING HOURS), BOARD MEMBER; 6. BERTHA BOWE TRUST, INVESTMENT RELATED, 200 STETSON RD., APT 511, AUBURN, ME 04210, TRUST ACCOUNTS AT SEI AND FIDELITY, START 03/1996, 1HR/WK (NON-TRADING HOURS), TRUSTEE, ADVISOR; 7. NAME OF OTHER BUSINESS: TRUEBLOOD PERFORMING ARTS CENTER INC.; INVESTMENT RELATED: NO; ADDRESS: PO BOX 136, WASHINGTON ISLAND, WI 54246; NATURE OF BUSINESS: PERFORMING ARTS; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ADVISE BOARD ON FINANCIAL MATTERS, BOOK-KEEPING; 8. NAME OF OTHER BUSINESS: MARMARAS & SMITH CASH BALANCE PLAN TRUST; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT TRUST; START DATE: 2/2020; POSITION/TITLE/RELATIONSHIP: PLAN ADMIN/TRUSTEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: DIRECTING CONTRIBUTIONS, OVERSEEING INVESTMENT STRATEGY, RULES AND REGULATIONS; 9. NAME OF OTHER BUSINESS: PETER MARMARAS & CO. LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: ACCOUNTING PURPOSES, START DATE: 12/2004, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: BUSINESS OWNER, FOR ACCOUNTING PURPOSES; 10. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 2368 WEST SILVERTON DR, FLAGSTAFF, AZ 86001; NATURE OF BUSINESS: RENTAL PROPERTY; START: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: RECEIVE RENTAL INCOME; 11. NAME OF OTHER BUSINESS: PETER B. MARMARAS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: ENTITY FOR ACCOUNTING PURPOSES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PASS THRU ENTITY FOR ACCOUNTING PURPOSES ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-30
• S63 Uniform Securities Agent State Law Examination
  1988-08-16

Designations

Other Names

• Pete Marmaras