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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-22 |
Branch Locations
Wilmington, NC • United States
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 04/2007 | Present |
| Liberty One Investment Management | Libertyville | IL | 06/2019 | Present |
1. 818 Capital Group, LLC; Salaried Employee Since April 2007. Customer Service/Payroll Company,160 Hours a month during securities trading hours. 2. Liberty One Investment Management, LLC - Business Development Team member. Works closely with various Financial Advisors who utilize Liberty One strategies with their clients. Investment committee member. Coaches and mentors other Business Development teammates. 90% of Peter's time is spent fulfilling his Liberty One responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-03 |
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