Peter R Burnham

Current Employers

Employment History

• 09/2007 → 01/2018
  Charles Schwab Inc. & Co.
  Washington, DC
• 10/2007 → 01/2018
  Charles Schwab Bank
  Washington, DC
• 02/2018 → 02/2020
  Surevest Wealth Management
  Ashburn, VA
• 01/2020 → 11/2022
  Surevest, Llc
  Ashburn, VA
• 11/2022 → Present
  Dfpg Investment, Llc
  Sandy, UT

Previous Registrations

• 2024-01-02 → 2025-03-13
  Diversify Advisory Services, Llc
  South Jordan, UT
  Ashburn, VA
• 2022-12-12 → 2024-02-08
  Dfpg Investments, Llc
  Sandy, UT
  Ashburn, VA
• 2020-02-07 → 2022-12-12
  Surevest Private Wealth
  Los Angeles, CA
  Ashburn, VA
• 2018-03-20 → 2020-02-07
  Surevest Wealth Management
  Ashburn, VA
  Phoenix, AZ
• 2007-10-04 → 2018-02-09
  Charles Schwab & Co., Inc.
  Washington, DC
• 2002-06-24 → 2007-07-25
  Ferris, Baker Watts, Llc
  Rockville, MD
  Rockville, MD
• 2001-02-09 → 2002-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockville, MD

Other Businesses

1) Driven To Cure (non-profit organization); President of Board; assist with keeping system of checks and balances in place, track bookkeeping, file tax return, and run website and coordinate volunteers. Start Date 01/25/2023; Hours during business hours=1: 42596 Cochrans Lock Drive Ashburn, VA 20148. 2) Creighton Farms (Country Club); Advisory Board Member; Quarterly board meetings-regular communications from GM regarding operational updates/challenges. Start Date 07/2024; hours during business hours= .5% and is not compensated. Aldie, VA: https://Creightonfarms.com/ 3) Business name: Population Science Management, Activity start date : 2026-08-01, I would be answering surveys, Hours per month devoted to this activity: less than 1 hour per month. https://detegohealth.com/

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22

Designations

Other Names

• Peter Robert Burnham