Peter David Gottlieb

Current Employers

Employment History

• 05/2004 → 11/2016
  North Star Investment Services, Inc.
  Chicago, IL
• 12/2004 → Present
  North Star Investment Management Corp.
  Chicago, IL
• 11/2016 → 11/2018
  Mid Atlantic Capital Corporation
  Chicago, IL
• 05/2018 → 03/2019
  Copley Financial Services Corp.
  Fall River, MA

Previous Registrations

• 1998-10-19 → 2003-10-23
  Fa Asset Management Inc.
  Chicago, IL
• 2003-07-10 → 2003-07-16
  North Star Investment Services, Inc.
  Miami, FL
  Washington, DC
  Chicago, IL
  Chicago, IL

Other Businesses

1)NORTH STAR FINANCIAL SERVICES~INVESTMENT RELATED~20 N. WACKER DRIVE, #1416, CHICAGO, IL 60606~HOLDING COMPANY FOR RIA~CEO~JULY 2003~20HRS PER MONTH~0HRS PER MONTH DURING MARKET~ADMINISTER HOLDING COMPANY - - - - - - - - - - - 2) KUBY GOTTLIEB INVESTMENTS; INVESTMENT RELATED; 20 N. WACKER DRIVE, #1416, CHICAGO, IL 60606; PARTNERSHIP; 50% OWNER; SEPTEMBER 1997; 2HRS PER MONTH; 2HRS PER MONTH DURING MARKET; ADMINISTRATIVE - - - - - - - - - - - 3)NORTH STAR BENEFITS LLC~NON INVESTMENT RELATED~3325 SKOKIE VALLEY RD, #221, HIGHLAND PARK, IL 60035~INSURANCE~DIRECTOR~NOVEMBER 2008~1HR PER MONTH~0HRS PER MONTH DURING MARKET~DIRECTOR OF COMPANY 4)NORTH STAR FAMILY OFFICE; INVESTMENT-RELATED; 20 N. WACKER DRIVE, CHICAGO, IL; MULTIFAMILY OFFICE; PRESIDENT; JULY 2024; 20 HOURS/MONTH; 20 HOURS/MONTH DURING TRADING HOURS; PROVIDE CUSTOMIZED FAMILY OFFICE SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-05
• S63 Uniform Securities Agent State Law Examination
  1990-01-23

Other Names

• Peter Gottlieb