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Peter Crawford Waitkun

Arca Wealth, LLC

Portsmouth, NH

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Current Employers
Arca Wealth, Llc

22 Deer Street Suite 200, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-03-13
  • NH RA
    APPROVED
    Since 2024-03-13

Branch Locations

22 Deer Street Suite 200, Portsmouth, NH 03801 • 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
Fidelity Brokerage Services Llc Merrimack NH 12/2015 10/2016
Fidelity Investments Institutional Services Company, Inc Smithfield RI 10/2016 11/2016
John Hancock Funds Llc Boston MA 11/2016 02/2018
Congruity/Procurri Pembroke MA 02/2018 08/2020
All Star Charts Research New York NY 08/2020 01/2024
Granite Bay Wealth Management Portsmout NH 01/2024 Present
  • 12/2015 → 10/2016
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 10/2016 → 11/2016
    Fidelity Investments Institutional Services Company, Inc
    Smithfield, RI
  • 11/2016 → 02/2018
    John Hancock Funds Llc
    Boston, MA
  • 02/2018 → 08/2020
    Congruity/Procurri
    Pembroke, MA
  • 08/2020 → 01/2024
    All Star Charts Research
    New York, NY
  • 01/2024 → Present
    Granite Bay Wealth Management
    Portsmout, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-13
S66 Uniform Combined State Law Examination 2017-09-27
S63 Uniform Securities Agent State Law Examination 2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-03-13
  • S66 Uniform Combined State Law Examination
    2017-09-27
  • S63 Uniform Securities Agent State Law Examination
    2016-01-27
Other Names
  • Peter Crawford Waitkun
  • Peter Crawford Waitkun

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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