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Inactive

Peter J Haldeman

Mariner

Sarasota, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-25
  • FL RA
    APPROVED
    Since 2025-03-25

Branch Locations

240 S Pineapple Ave Suite 601, Sarasota, FL 34236 • 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
Mariner Wealth Advisors Overland Park KS 03/2024 01/2025
Mariner Wealth Advisors Overland Park KS 01/2025 Present
Morgan Stanley Tampa FL 07/2023 12/2023
Pnc Bank Lancaster PA 02/2023 07/2023
West Virginia University Morgantown WV 08/2018 12/2022
Hempfield High School Landisville PA 01/2015 06/2018
  • 03/2024 → 01/2025
    Mariner Wealth Advisors
    Overland Park, KS
  • 01/2025 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 07/2023 → 12/2023
    Morgan Stanley
    Tampa, FL
  • 02/2023 → 07/2023
    Pnc Bank
    Lancaster, PA
  • 08/2018 → 12/2022
    West Virginia University
    Morgantown, WV
  • 01/2015 → 06/2018
    Hempfield High School
    Landisville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-11
  • S65 Uniform Investment Adviser Law Examination
    2025-03-11
Other Names
  • Peter James Haldeman

View on SEC IAPD

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RETIREMENT MONEY MANAGEMENT

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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