Peter Thomas Waldron

Current Employers

Employment History

• 06/2004 → 01/2025
  Lincoln Financial Advisors
  Alamo, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Francisco, CA

Previous Registrations

• 2004-09-29 → 2025-01-24
  Osaic Fa, Inc.
  San Francisco, CA
  Point Richmond, CA
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  Alamo, CA
  San Ramon, CA

Other Businesses

1) PETER WALDRON/TRAILBLAZER WEALTH LLC, 3201 DANVILLE BLVD., SUITE 190, ALAMO, CA CATEGORY: LEGAL ENTITY/LLC INVESTMENT-RELATED: NO TITLE: MANAGER/OWNER DUTIES: OWN LLC; MANAGE TRAILBLAZER WEALTH COMPANY START DATE: 1/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) PETER WALDRON, WALDRON PARTNERS LLC 3201 DANVILLE BOULEVARD, SUITE 190 ALAMO, CA CATEGORY: LLC/LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: MANAGER/GENERAL PARTNER DUTIES: LLC USED FOR EXPENSE AND CASH FLOW MANAGEMENT START DATE: 5/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) PETER WALDRON/EGGRS, LLC 3201 DANVILLE BLVD SUITE 190 ALAMO, CA CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MANAGE THE QUOTING, SUBMISSION AND DELIVERY OF TERM LIFE INSURANCE START DATE: 9/2022 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 4 4) ALAMO MUNICIPAL AREA COUNCIL POSITION: Council Member NATURE: The Alamo Municipal Advisory Council (MAC) is a county-appointed advisory group for unincorporated Alamo, California. Created by the Contra Costa County Board of Supervisors in 2009, it serves as a liaison between residents and the county on issues such as land use, public safety, roads, parks, flood control, beautification, and infrastructure. The MAC is advisory only. It is not a city council and has no legislative, fiscal, or enforcement authority. Its role is to gather community input and make recommendations to the county. The council typically includes seven appointed members, one alternate, and sometimes a youth representative, with members serving staggered terms. Public meetings are usually held on the first Tuesday of each month at 6 p.m., often at the Alamo Women's Club. The MAC may also form subcommittees to address specific issues. It is separate from the Alamo Improvement Association (AIA), which is a private nonprofit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 309 Diablo Rd, Danville CA 94526, United States DESCRIPTION: TheAlamo Municipal Advisory Council(MAC) board members are7 appointed residents whoadvise the Contra Costa County Board of Supervisors on local issues, including land use, public safety, transportation, and public works. They act as a community liaison, reviewing local development projects and infrastructure needs to provide recommendations directly to the county.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-11