Peter James Anderson

Current Employers

Employment History

• 09/2019 → 06/2021
  Nylife Securities Llc
  Billings, MT
• 06/2018 → 06/2021
  New York Life
  Billings, MT
• 04/2015 → 06/2018
  Montana Valley Irrigation
  Great Falls, MT
• 11/2019 → 05/2021
  Pathwise,Llc D/B/A Pathwise Partners
  Great Falls, MT
• 05/2015 → 05/2018
  Mvi
  Great Falls, MT
• 07/2021 → 07/2025
  Pathwise Group
  Great Falls, MT
• 10/2023 → 09/2025
  Clarity Capital Partners
  Newport Beach, CA
• 07/2025 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2023-10-16 → 2025-09-30
  Clarity Capital Partners
  Newport Beach, CA

Other Businesses

(1) Peter James Anderson is a Sales Rep at Fit Concepts LLC. Investment related: No; at 23 Fawridge Pl Aliso Viejo California 92656; Start date December 31, 2023; Description agent support, CFO consulting, and life insurance policy writing services; Responsibilities Talking to other agents to find them resources; 0 Hours per month during trading hours and 7 Hours per month outside trading hours; 6% of yearly compensation to the business. (2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Anderson Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (3) Ruby Dell Ranch: CFO; 180 Anderson Lane, Alder, MT 59710; Start: 6/1/2024; Duties: handle all the finances, bills, forcasting; 15hrs./mth devoted to this business activity; 0 hours/mth during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-27
• S63 Uniform Securities Agent State Law Examination
  2020-02-10

Other Names

• Pete Anderson