Brian Thomas Petros

Current Employers

Employment History

• 02/2003 → Present
  American General Securities Incorporated
  Twinsburg, OH
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Twinsburg, OH

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Twinsburg, OH
• 2003-02-18 → 2008-10-31
  American General Securities Incorporated
  Twinsburg, OH
  Independence, OH
  Houston, TX
  Brecksville, OH
• 2002-01-16 → 2003-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH

Other Businesses

1) PETROS FINANCIAL SERVICES POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2003 ADDRESS: 8054 Darrow Road, Unit D1, Twinsburg OH 44087, United States DESCRIPTION: payroll and taxes. 2) PK FINANCIAL GROUP INC. POSITION: Partner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2013 ADDRESS: 8054 Darrow Road, Unit D1, Twinsburg OH 44087, United States DESCRIPTION: We help clients with individual wealth management and institutions with retirement plan management. 3) PK FINANCIAL GROUP INC. POSITION: CEO NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2005 ADDRESS: 8054 Darrow Road, Unit D1, Twinsburg OH 44087, United States DESCRIPTION: Operation and running the day to day business activities of PK Financial Group Inc.1. Wealth Management2. Retirement Plan Management3. Health, Life and P&C

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-30
• S63 Uniform Securities Agent State Law Examination
  1994-09-28

Other Names

• Brian T Petros