Preston Lee Sharp

Current Employers

Employment History

• 07/2000 → 02/2025
  Concourse Financial Group Securities Inc
  Belleville, PA
• 05/2000 → 08/2020
  Mennonite Mutual Aid (Aka Everence)
  Belleville, PA
• 05/2000 → Present
  (Dba) Stewardship Group Inc
  Belleville, PA
• 02/2006 → 02/2025
  Concourse Financial Group Securities Inc
  Belleville, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Belleville, PA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-02 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Belleville, PA
  Belleville, PA
  Birmingham, AL

Other Businesses

1) (dba) THE STEWARDSHIP GROUP INC; Investment Related; 4417 East Main Street, PO Box 911, Belleville, PA 17004; Insurance; Owner/Vice President; Start Date 05/2000; 6 hours per month with 1 of those hours per month occurring during trading hours; The business primarily engages in selling property and casualty insurance with a minimal amount of life/health business. Ownership duties are limited to occasional administrative/decision making functions. >> 2) VALLEY VIEW RETIREMENT COMMUNITY; Non-Investment Related; 4702 East Main Street, Belleville, PA 17004; Retirement Community/LTC Facility; Board Member; Start Date 01/2020; 4 hours per month with no hours per month during trading hours; Attend bi-monthly meetings. >> 3) PRESTON SHARP; Non-Investment Related; Residence; Rental Property; Owner/Landlord; Start Date 12/2014; 10 hours per month with 3 of those hours per month occurring during trading hours; Renting separate living space at my place of residence. >> 4) POA/EXECUTOR; Non-Investment Related; Belleville, PA; Other; Power of Attorney/Executor; Start Date 09/2021; No hours per month; POA and executor of my parents' will. 5) NAME OF OTHER BUSINESS: VALLEY VIEW RETIREMENT COMMUNITY; INVESTMENT RELATED: NO; ADDRESS: 4702 E MAIN ST, BELLEVILLE, PA, 17004; NATURE OF BUSINESS: BOARD; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CONDUCT MEETINGS, SIT ON SUBCOMMITTEES, MEETINGS WITH CEO/ADMINISTRATION/BOARD MEMBERS/RESIDENTS; 6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2000; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7) NAME OF OTHER BUSINESS: KRM MEASUREMENT SOLUTIONS INC; INVESTMENT RELATED: NO; ADDRESS: 1176 ANGELA CT STE 101 MINDEN, NV 89423; NATURE OF BUSINESS: SALE, DISTRIBUTION SENSORS AND OTHER EQUIPMENT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: MINORITY OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NO DUTIES, MINORITY OWNER; 8) NAME OF OTHER BUSINESS: KRM MEASUREMENT SOLUTIONS INC; INVESTMENT RELATED: NO; ADDRESS: 1176 ANGELA CT STE 101 MINDEN, NV 89423; NATURE OF BUSINESS: COMPANY BOARD; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SERVE BOARD FUNCTIONS SUCH AS POLICY, APPROVALS, OVERSEE FINANCIALS ETC; 9) NAME OF OTHER BUSINESS: PRESTON SHARP; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: PERSONAL LOAN; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: LENDER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LOAN FUNDS FOR A COMMERCIAL REAL ESTATE RENOVATOR;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-07
• S63 Uniform Securities Agent State Law Examination
  2000-09-14

Designations