Peter Mishael Falk

Current Employers

Employment History

• 12/2000 → 01/2025
  Lincoln Financial Advisors Corp.
  La Jolla, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  La Jolla, CA

Previous Registrations

• 2001-02-27 → 2025-01-24
  Osaic Fa, Inc.
  San Diego, CA
  La Jolla, CA
  La Jolla, CA
  San Diego, CA
  La Jolla, CA
  La Jolla, CA

Other Businesses

1) PETER M. FALK 4250 EXECUTIVE SQUARE SUITE 700 LA JOLLA, CA 92037 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF FIXED LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE, AND FIXED ANNUITIES. START DATE: 1/2/01 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2) SCOPE INSTITUTE POSITION: Co-director of Education for San Diego County NATURE: 501(c) non-profit for education events offered to business owners in San Diego, CA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/27/2025 ADDRESS: 4250 Executive Square, Suite 700, La Jolla CA 92037, United States DESCRIPTION: Lead as a wealth advisor to help educate business owners with various exit planning strategies 3) Trustee for Ledbetter Family Trust POSITION: Trustee NATURE: My in-laws want to designate me as a successor trustee for their family trust (3rd in line behind them as grantors and my wife/their daughter) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 DESCRIPTION: Act as trustee of my in-laws trust if the grantors or my wife is unable to serve

Exams

• S66 Uniform Combined State Law Examination
  2001-01-10