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Peter Matthew Bakalis

Bakalis Financial Inc.

Trenton, MI

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Current Employers
Bakalis Financial Inc.

Trenton, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-19
  • MI RA
    APPROVED
    Since 2026-02-19

Branch Locations

Trenton, MI • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Maalouf Salon (Ghgw, Inc.) Birmingham MI 01/2009 Present
Sigma Financial Corporation Trenton MI 10/2013 10/2018
Spc Ann Arbor MI 10/2013 10/2018
Dh Hill Securities Trenton MI 02/2019 07/2022
D.H. Hill Advisors, Inc. Kingwood TX 02/2019 07/2022
Bakalis Financial Inc. Trenton MI 07/2022 Present
  • 01/2009 → Present
    Maalouf Salon (Ghgw, Inc.)
    Birmingham, MI
  • 10/2013 → 10/2018
    Sigma Financial Corporation
    Trenton, MI
  • 10/2013 → 10/2018
    Ann Arbor, MI
  • 02/2019 → 07/2022
    Dh Hill Securities
    Trenton, MI
  • 02/2019 → 07/2022
    Kingwood, TX
  • 07/2022 → Present
    Trenton, MI
Previous Registrations
Other Businesses

1.INDEPENDENT INSURANCE AGENT;YES;2255 RIVERSIDE DRIVE TRENTON, MI 48183;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;1/2011;48;48;SALES OF FIXED INSURANCE PRODUCTS 2.BAKALIS FINANCIAL;YES;2255 RIVERSIDE DRIVE TRENTON, MI 48183;DBA;OWNER;1/2011;160;160;DBA FOR INSURANCE AND SECURITIES SALES 3.PETER BAKALIS;NO;2255 RIVERSIDE DRIVE TRENTON, MI 48183;RENTAL PROPERTIES;OWNER;6/2006;2;2;COLLECT RENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-21
S63 Uniform Securities Agent State Law Examination 2002-10-19
  • S66 Uniform Combined State Law Examination
    2011-11-21
  • S63 Uniform Securities Agent State Law Examination
    2002-10-19
Other Names
  • Peter Mathew Bakalis

View on SEC IAPD

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