S. Peter Park

Employer firm

Diversify Advisory Services, LLC CRD 326060

$4.65B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2021
  Charles Schwab & Co., Inc.
  Naperville, IL
• 12/2015 → 11/2021
  Charles Schwab Bank Ssb
  Naperville, IL
• 11/2021 → 07/2024
  Lpl Financial
  Bolingbrook, IL
• 07/2024 → Present
  Diversify Advisory Services
  Sandy, UT

Previous Registrations

• 2021-11-11 → 2024-07-18
  Lpl Financial Llc
  Downers Grove, IL
  Naperville, IL
  Bolingbrook, IL
  Naperville, IL
• 2016-01-05 → 2021-11-16
  Charles Schwab & Co., Inc.
  Naperville, IL
• 2015-01-02 → 2015-12-10
  Edward Jones
  St Louis, MO
  Bolingbrook, IL
  Naperville, IL
  Lisle, IL
  Bolingbrook, IL

Other Businesses

1) 10/2008 - Real Estate Rental - S. Peter Park - Investment Related - 241 Northlands Drive Cary, NC 27519 2) 04/25/2023 - No Business Name - Not Investment Related - Bolingbrook IL - Outside/W-2 Employment - Minister - Start Date 07/01/2014 - 4 Hours Per Month/0 Hours During Securities Trading 3) 05/16/2023 - Presbyterian Church (USA)- Board of Pension - Not Investment Related - 2000 Market St, Philadelphia, PA 19103 - teaching - Start Date 03/01/2023 - 80 Hours Per Month/ 1 Hour During Securities Trading 4) 10/12/2023 - Hucul Express Inc / DBA Division Truck Driving School - Outside/W-2 Employment - Board Member - Investment Related - 11900 Division Street, Blue Island, IL 60406 - Start Date 02/01/2021 - 12 Hours Per Month/ 0 Hours During Trading 5) 12/01/2023 - Highpoint Planning Partners - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/07/2023 - 160 Hrs/Mo During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-17

Other Names

• Sung Peter Park
• Sung Chin Park
• S Peter Park
• S Peter Peter Park