Peter M Wilmot

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial, Llc
  Downers Grove, IL
• 05/2015 → 05/2018
  Opus Wealth Partners, Llc (Dba: Opus Wealth Management Group)
  Plainfield, IL

Previous Registrations

• 2015-05-13 → 2018-03-13
  Opus Wealth Management Group
  Lisle, IL
  Lisle, IL
• 2007-03-02 → 2015-05-20
  Msi Financial Services, Inc.
  Downers Grove, IL
• 2006-03-17 → 2007-01-31
  Waterstone Financial Group, Inc.
  Boston, MA
  Boston, MA
• 2004-02-20 → 2006-03-07
  Msi Financial Services, Inc.
  Downers Grove, IL

Other Businesses

1. 1/11/2017 - Professional Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 07/30/2015 - 10 Hours Per Month/1 Hour During Securities Trading. 2. 3/29/2018 - Professional Wealth Advisors - DBA: Herbst Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2018 - 80 Hours Per Month/60 Hours During Securities Trading. 3. 8/8/2018 - Professional Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2018 - 120 Hours Per Month During Securities Trading. 4. 9/28/2018 - PWA - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2018 - 30 Hours Per Month During Securities Trading. 5. 12/18/2019 - Dorion Gray Retirement Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2019 - 5 Hours Per Month During Securities Trading. 6. 1/21/2021 - PWA Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 10 Hours Per Month During Securities Trading. 7. 05/12/2022-Planners Financial Group- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- START DATE 05/01/2022-5Hours Per Month/5 Hours During Securities Trading. 8. 06/12/2024 - PWA, LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/28/2022 - 1 Hr/Mo During Trading. 9. 08/05/2024 - HPPW Growth Partners, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 06/30/2023 - 1 Hour Per Month/ During Trading 10. 09/04/2024 - PWA Tax Services, LLC (dba PWA & Professional Wealth Advisors) - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 02/01/2022 - 1 Hour Per Month/ During Trading 11. 09/04/2024 - PWA Financial Services, LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/07/2018 - 1 Hour Per Month/ During Trading 12. 01/28/2026 - Highpoint Tax Services, LLC - Tax Prep/Accounting/CPA - Not Investment Related - At Reported Business Location(s) - Start Date 12/05/2025 - 1 Hour Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-18
• S63 Uniform Securities Agent State Law Examination
  2000-12-27

Designations