Peter Gerard Mack

Current Employers

Employment History

• 10/2004 → Present
  Peter Mack , Cpa
  Batesville, IN
• 01/2009 → 06/2024
  Securities America, Inc.
  Batesville, IN
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Lavista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Batesville, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Batesville, IN

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Batesville, IN
• 2005-04-07 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Batesville, IN
  Folsom, CA
  Batesville, IN

Other Businesses

**PETER G. MACK CPA, PFS, CFP STARTED 10/19/2004- 15 NORTH WALNUT STE 200 PO BOX 37 BATESVILLE, IN 47006-MANAGER MEMBER OF CPA FIRM-MEETS WITH CLIENTS REGARDING TAX, ACCOUNTING AND CONSULTING MATTERS-60% TIME SPENT, 80 DURING TRADING. **MED-MIZER, INC. POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 80 Commerce Drive, Batesville IN 47006 DESCRIPTION: Board Membership **ST. LOUIS CHURCH FINANCE COMMITTEE POSITION: Member NATURE: St. Louis Church Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2017 ADDRESS: 13 St. Louis Place, Batesville IN 47006 DESCRIPTION: To serve as a member of the finance committee. **PETER MACK POSITION: Referee NATURE: IHSAA Soccer Official INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 236 Evergreen Dr, Batesville IN 47006 DESCRIPTION: Referee soccer games. **MACK ADVISORY GROUP POSITION: Principal NATURE: **PETER G MACK CPA PFS CFP INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 10/01/2004 ADDRESS: 39 Henry Street, PO Box 37, Batesville IN 47006 **BATESVILLE AREA RESOURCE CENTER POSITION: Treasurer NATURE: Treasurer for Batesville Area Resource Center (a non-profit entity). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2015 ADDRESS: 920 County Line Road, Batesville IN 47006 **BATESVILLE MEMORIAL PUBLIC LIBRARY POSITION: Treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 131 North Walnut Street, Batesville IN 47006 DESCRIPTION: Provide financial oversite **PETER MACK LLC POSITION: Owner NATURE: INSURANCE SALESINVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1997 ADDRESS: 39 Henry Street, Batesville IN 47006 **SOUTHEAST INDIANA HEALTH CENTER POSITION: Treasurer NATURE: SOUTHEAST INDIANA HEALTH CLINIC INC NO COST HEALTH CLINIC TREASURER TIME 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 920 County Line Road B, Batesville IN 47006 **CREATE FOUNDATION POSITION: Treasurer NATURE: CREATE FOUNDATION PO BOX 86 BATESVILLE IN 47006; TREASURER; REVIEW FINANCIAL REPORTS; 25% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/2008 ADDRESS: PO Box 86, Batesville IN 47006 DESCRIPTION: Financial oversight **FARMLAND POSITION: Owner NATURE: Farmland INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 9/2019 ADDRESS: Evergreen Dr, Batesville IN 47006 **BATESVILLE AREA CHAMBER OF COMMERCE POSITION: Treasurer NATURE: **BATESVILLE AREA CHAMBER OF COMMERCE- INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 1/2005 ADDRESS: 301 Shopping Village, Batesville IN 47006 **SOUL CORE POSITION: Leader NATURE: Soul Core Leader INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/2021 ADDRESS: 39 Henry St, Batesville IN 47006 DESCRIPTION: Praying the rosary with stretching

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-08

Designations

Other Names

• Pete Mack