Peter Joseph Lopresti

Current Employers

Employment History

• 05/2014 → 01/2021
  E*Trade Securities Llc
  Scarsdale, NY
• 05/2014 → 01/2021
  E*Trade Capital Management Llc
  Scarsdale, NY
• 01/2021 → 07/2023
  E*Trade Securities Llc
  Purchase, NY
• 01/2021 → 07/2023
  E*Trade Capital Management Llc
  Purchase, NY
• 03/2023 → 07/2023
  Morgan Stanley
  Purchase, NY
• 08/2023 → Present
  Allstate Insurance Company
  Northbrook, IL
• 03/2022 → Present
  Mount Snow Grand Summit Resort
  West Dover, VT
• 08/2023 → Present
  Lopresti Family Office Llc
  Chester, NY
• 08/2023 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 08/2023 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE

Previous Registrations

• 2014-07-28 → 2023-07-28
  Harrisdirect Llc
  Arlington, VA
  Scarsdale, NY
  Purchase, NY

Other Businesses

MOUNT SNOW GRAND SUMMIT RESORT POSITION: Joint owner with Ryanne LoPresti NATURE: Personal use quarter-share ownership that can potentially generate rental revenue that is split with the resort, less property fees/dues/taxes, reported on a 1099. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2022 ADDRESS: 89 Grand Summit Way, West Dover VT 05356, United States DESCRIPTION: I manage a calendar through the Vail Resorts owner portal to either reserve for personal-use days or offer unused days into the rental pool. Rental revenue is split with the resort, less property fees/dues/taxes, reported on a 1099. WILTON RE LIFE INSURANCE POSITION: Life Insurance Agent NATURE: I receive trail commissions from Wilton Re life insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2025 ADDRESS: 20 Glover Avenue, 4th Floor, Norwalk CT 06850, United States DESCRIPTION: I receive trail commissions from Wilton Re life insurance policies.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-24
• S63 Uniform Securities Agent State Law Examination
  2007-11-28

Other Names

• Peter J Lopresti