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Peter John Atkinson

Orgel Wealth Management, LLC

Altoona, WI

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Current Employers
Orgel Wealth Management, Llc

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2013-10-11
  • WI RA
    APPROVED
    Since 2013-10-11

Branch Locations

2420 Rivers Edge Drive, Altoona, WI 54720 • 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
OrganizationCityStateFromTo
Orgel Wealth Management, Llc Eau Claire WI 10/2013 Present
Previous Registrations
  • 2013-05-06 → 2013-10-24
    Rbc Capital Markets, Llc
    Eau Claire, WI
  • 2011-01-03 → 2013-04-24
    Wells Fargo Clearing Services, Llc
    Duluth, MN
    Eau Claire, WI
    Menomonee Falls, WI
  • 2003-01-24 → 2011-01-03
    Wells Fargo Investments, Llc
    Eau Claire, WI
    Eau Claire, WI
    Eau Claire, WI
    Eau Claire, WI
    Eau Claire, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-10
  • S66 Uniform Combined State Law Examination
    2000-11-10

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
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