Peter Millard Manning

Current Employers

Employment History

• 08/2011 → 09/2022
  Commonwealth Financial Network
  Waltham, MA
• 08/2011 → 09/2022
  Summit Financial Strategies, Inc.
  Burlington, MA
• 09/2022 → 10/2023
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2022 → 10/2023
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2023 → Present
  Lpl Financial
  Burlington, MA

Previous Registrations

• 2022-09-30 → 2023-11-03
  Cambridge Investment Research Advisors, Inc.
  Burlington, MA
• 2011-09-02 → 2022-10-03
  Commonwealth Financial Network
  Burlington, MA
  Waltham, MA
  Burlington, MA
• 2005-06-30 → 2011-09-07
  Ogilvie Security Advisors Corporation
  Burlington, MA
  Lexington, MA

Other Businesses

1) 10/27/2023: Helmsman Financial Strategies; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 11/1/2001; 120hrs/mo.; 7.5hrs during trading. 2) 10/27/2023: Helmsman Financial Strategies; At reported business location(s); Tax Prep/Accounting/CPA; Owner; Inv. related; start date 11/1/2001; 60hrs/mo.; 2hrs during trading. 3) 10/27/2023: Peter Manning for the CEH Trust 2012; At reported business location(s); Act in a Fiduciary Capacity; Trustee for friends trust; Inv. related; start date 11/1/2012; 1hr/mo. 4) 10/27/2023: Peter Manning for the GC 2012 Irrevocable Trust; At reported business location(s); Act in a Fiduciary Capacity; Trustee for friends trust; Inv. related; start date 11/1/2012; 1hr/mo. 5) 10/27/2023: Peter Manning for The Cesar Hernandez Irrevocable Trust; At reported business location(s); Act in a Fiduciary Capacity; Trustee for friends trust; Inv. related; start date 11/1/2003; 1hr/mo. 6) 03/12/2026-Pence Financial Group-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/10/2026-40hrs/mth-20hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-11-15

Designations