Sean Everett Falk

Current Employers

Employment History

• 06/2006 → Present
  Peak Investment Advisors, Inc.
  Germantown, MD
• 06/2010 → Present
  Peak Insurance & Benefit Services, Llc
  Germantown, MD
• 01/2017 → Present
  Peak Investment Advisors, Inc.
  Germantown, MD
• 12/2009 → 12/2022
  Deleon & Stang, Cpa'S
  Gaithersburg, MD

Other Businesses

1. PEAK INSURANCE & BENEFIT SERVICES, LLC NON-INVESTMENT RELATED BUSINESS, 13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD 20874, MANAGING MEMBER/OWNER 50 HR/MO AT VARIOUS TIMES THROUGHOUT THE DAY SOMETIMES INCLUDING SECURITIES TRADING HOURS. NATURE OF THE BUSINESS IS INSURANCE AND BENEFIT SERVICES TO INDIVIDUALS, EMPLOYERS AND GROUPS. DUTIES INCLUDE SALES AND SERVICE OF NEW AND EXSISTING CLIENTELE. 2. TAX PREPARER PART-TIME ONLY DURING TAX SEASON AS NEEDED. HOURS RANGE FROM 40-80 HOURS DURING TAX SEASON. DUTIES ARE PREPARING INDIVIDUAL TAX RETURNS FOR CLIENTS TO BE REVIEWED BY A CPA. 3. SEAN FALK - RENTAL PROPERTY; INVESTMENT RELATED: NO; LOCATION: 13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD 20874; DESCRIPTION: BEGINNING 01/01/2022 SEAN FALK IS THE OWNER AND LANDLORD OF 13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD 20874.; POSITION TITLE: OWNER/LANDLORD; RESPONSIBILITIES DUTIES: THE NATURE OF THE BUSINESS IS MAINTAINING BOOKS AND RECORDS AND SCHEDULING ANY MAINTENANCE NEEDED FROM TIME TO TIME.; START DATE WITH BUSINESS: 2022-01-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 0; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-08
• S63 Uniform Securities Agent State Law Examination
  1998-08-17

Other Names

• Sean E Falk