Henry J Peterson

Current Employers

Employment History

• 08/2014 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 01/2015 → Present
  Medallion Wealth Advisors, Llc
  Farmington, CT
• 10/2024 → Present
  Osaic Wealth, Inc.
  Farmington, CT

Other Businesses

1.HIGHLAND CAPITAL INSURANCE SALES, INDEPENDENT CONTRACTOR. LIFE INSURANCE. 5 HOURS DEVOTED PER MONTH, 5 HOURS DEVOTED PER MONTH DURING MARKET HOURS. START DATE 2/2012-INVESTMENT RELATED 2.MEDALLION WEALTH ADVISORS. INVESTMENT RELATED.IAR. 150 HOURS DEVOTED PER MONTH, 150 HOURS DURING MARKET HOURS. 3. FARMINGTON PUBLIC SCHOOLS - COACHING, NOT INVESTMENT RELATED, START DATE = 03/2019, 10 HRS./MO., 0 HRS./MO./MKT. HRS. 4. MEDALLION WEALTH ADVISORS, LLC POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: Investment advisory and Financial Planning, business structured as a LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 32 START DATE: 08/01/2018 ADDRESS: 2 BRIDGEWATER ROAD, SUITE 201, FARMINGTON CT 06032, United States DESCRIPTION: INVESTMENT ADVISORY AND FINANCIAL PLANNING 5. HIGHLAND CAPITAL BROKERAGE POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY BROKERAGE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 08/05/2014 ADDRESS: ONE FARM GLEN ROAD, FARMINGTON CT 06032, United States DESCRIPTION: INSURANCE AGENCY WITH INSURANCE SOLUTIONS RELATED TO FINANCIAL PLANNING PROCESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-18
• S63 Uniform Securities Agent State Law Examination
  2013-04-18