Robert Brett Petersmark

Current Employers

Employment History

• 05/2001 → Present
  Lpl Financial, Llc
  Ann Arbor, MI
• 02/2014 → Present
  Private Advisor Group, Llc
  Ann Arbor, MI

Other Businesses

(1) 03/27/2014: Private Advisor Group - Registered Investment Advisor DBA - DBA: Private Advisor Group - Investment Related - At Reported Business Location(s) - 85% Time Spent - Charge wrap fees and Provide financial plan for a fee. (2) 10/05/2016: Petersmark Financial Network, LTD - DBA for LPL Business (entity for LPL business) - Investment Related - 2395 Oak Valley Drive, Suite 120, Ann Arbor, MI 48103 - Start 03/01/2015 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - I provide advisory services through this DBA which are described in a form submitted for a hybrid RIA OBA. Only LPL Financial registered associates have an interest in this name/entity. This DBA name is not used for a registered insurance agency. This DBA name is also used as the name of a registered investment advisor, and is also used as a DBA name for Private Advisor Group, LLC, a registered investment advisor. (3) 11/03/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) Petersmark Financial Network, LTD - Investment Related - 2395 Oak Valley Drive, Suite 120, Ann Arbor, MI 48103 - Start 01/05/2016 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 2 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 11/03/2016: Private Advisor Group - Registered Investment Advisor Hybrid - DBA: (Hybrid) Private Advisor Group - Investment Related - 2395 Oak Valley Dr. Suite 120, Ann Arbor, MI 48103 - Start 01/05/2016 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 2 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 9/7/2017: 2395 Partners, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start 01/01/2018 - 1 Hours Per Month During Securities Trading. (6) 09/22/2023 - Exclusive Insurance Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/12/2023 - 5 Hours Per Month/ 5 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-26
• S63 Uniform Securities Agent State Law Examination
  1992-11-06

Other Names

• Brett R Petersmark