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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-05-22 |
| CA | RA | APPROVED | 1997-12-31 |
Branch Locations
215 S. Hwy 101, Suite 206, Solana Beach, CA 92075 • United States
5520 Wellesley St, Suite 206, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peters Inns. Services Inc | Solana Beach | CA | 06/1981 | Present |
| Linsco/Private Ledger Corp. | San Diego | CA | 04/1995 | Present |
1. APPOINTED WITH VARIOUS INSURANCE AGENCIES PETERS FINANCIAL SERVICES, INC. 2. 06/11/08 - FINANCIAL PLAN DESIGN - DBA ONLY W/ OBA 3. 06/17/2008 - PETERS INSURANCE SERVICES, INC/NON-VARIABLE INSURANCE DBA/SOLANA BEACH, CA 92075 4. 08/23/2019 - Peters Family Trust - Investment related - Solano Beach 92075 - Real Estate Rental - start date:06/01/1980 - 3 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-03 |
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