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Peter Stephen Kadra

Trilogy Advisors

Plymouth, MA

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Current Employers
Trilogy Advisors

Plymouth, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-28
  • MA RA
    APPROVED
    Since 2022-06-28

Branch Locations

Plymouth, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiserv Solutions, Inc. Braintree MA 03/2001 Present
Dixon Associates, Inc. Duxbury MA 03/2020 01/2022
Peter S. Kadra Dba Trilogy Advisors Plymouth MA 03/2022 Present
  • 03/2001 → Present
    Fiserv Solutions, Inc.
    Braintree, MA
  • 03/2020 → 01/2022
    Dixon Associates, Inc.
    Duxbury, MA
  • 03/2022 → Present
    Peter S. Kadra Dba Trilogy Advisors
    Plymouth, MA
Previous Registrations
  • 2020-08-03 → 2022-01-19
    Dixon Associates, Inc.
    Duxbury, MA
  • 2004-07-23 → 2006-12-31
    Coastal Advisors, Llc
    Duxbury, MA
Other Businesses

Vice President at Fiserv Solutions, Inc., State Date: 03/2001, 160hr/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-20
S63 Uniform Securities Agent State Law Examination 1993-02-12
  • S65 Uniform Investment Adviser Law Examination
    2020-07-20
  • S63 Uniform Securities Agent State Law Examination
    1993-02-12
Other Names
  • Peter Stephen Kadra

View on SEC IAPD

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