Peter Aaron Sechoka

Current Employers

Employment History

• 06/2004 → 11/2018
  John Hancock Financial Network
  Boston, MA
• 03/2005 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Needham Heights, MA

Other Businesses

1. RENTAL INCOME POSITION: owner NATURE: Sole prop (will be trust owned) Collecting passive income form a rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2019 ADDRESS: 54 Trickle Brook Dr, Cavendish VT 05142 DESCRIPTION: Do not have day to day duties. Have hired a property manager. I own a vacation rental and may collect rental income in the future. 2. CENTINEL FINANCIAL GROUP, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 160 Gould St. #212, Needham MA 02494 DESCRIPTION: Centinel Financial Group is the DBA in which my firm does business with Royal Alliance through. Centinel is our OSJ. For Q's 9,10 & 13, CFG and RAA are one in the same to us. We do business under our CFG name, but Royal is where compensation comes from. I do not receive salary from CFG. Under the old Signator contract there is some small insurance renewals that flow through CFG, but that's it. 3. INSURANCE BROKERAGE/ GROUP BENEFITS POSITION: insurance broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 06/15/2021 ADDRESS: 160 Gould St. #212, Needham MA 02494 DESCRIPTION: Sell Life, health related insurance lines directly with insurance company or BGA 4. PETE'S PEDALS & MORE MUSIC STUDIO POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2024 ADDRESS: 27 Field Pond rd, Milford MA 01757 DESCRIPTION: Manage online sales of audio and musical equipment/devices 5. DIAMOND POINT WEALTH PARTNERS POSITION: Financial Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2024 ADDRESS: 160 Gould St. #212, Needham MA 02494 DESCRIPTION: advisor activities: client meetings and recommendations. Review investments & insurance. Financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-27
• S63 Uniform Securities Agent State Law Examination
  2005-07-21