Peter Barry Wolk

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 09/2020
  Ssn Advisory, Inc. / Securities Service Network, Llc
  Miami Beach, FL
• 09/2020 → 10/2020
  Securities America Advisors, Inc. / Securities America, Inc.
  Miami Beach, FL
• 10/2020 → 07/2022
  Kingswood Wealth Advisors, Llc / Kingswood Capital Partners, Llc
  Miami Beach, FL
• 12/2021 → Present
  Wealthsource Partners, Llc
  Miami Beach, FL
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2022-01-25 → 2024-10-26
  Wealthsource®
  East Otis, MA
  Miami Beach, FL
• 2020-10-14 → 2022-07-28
  Kingswood Wealth Advisors, Llc
  San Diego, CA
  Miamia Beach, FL
• 2020-09-18 → 2020-10-22
  Securities America Advisors, Inc.
  La Vista, NE
• 2014-09-02 → 2020-09-18
  Ssn Advisory, Inc.
  Miami Beach, FL
• 2002-12-04 → 2014-08-27
  Lpl Financial Llc
  East Otis, MA
  East Ostis, MA
  Miami Beach, FL
  East Otis, MA

Other Businesses

PETER WOLK; INVESTMENT RELATED BUSINESS; PRIVATE RESIDENCE, MIAMI BEACH, FLORIDA; LIFE, DISABILITY AND LONG-TERM CARE INSURANCE SALES; INSURANCE AGENT; JULY 29, 2002 START DATE; 0.25 HOURS/MONTH DEVOTED; 0.00 HOURS/MONTH DURING SECURITES TRADING HOURS DEVOTED; DISCOVER CLIENT NEEDS AND FILL THEM APPROPRIATE INSURANCE PRODUCTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-07-11

Designations

• Chartered Financial Consultant