Peter David Sentance

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

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

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

Current Employers

Employment History

• 12/1978 → Present
  Pacific Mutual Life Insurance Co.
  Los Angeles, CA
• 07/1979 → Present
  P. David Sentance/Pacific Mutual
  Newport Beach, CA
• 12/1979 → Present
  P David Sentance
  Los Angeles, CA
• 01/2000 → Present
  National Life Of Vermont
  Montpelier, VT
• 06/2015 → 05/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2015 → 05/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2018 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2018 → Present
  Ohio National Financial Services
  Cincinnati, OH

Previous Registrations

• 2015-06-03 → 2018-06-18
  Cambridge Investment Research Advisors, Inc.
  Los Angeles, CA
• 2000-04-13 → 2015-06-09
  Equity Services, Inc.
  Glendale, CA
  Beverly Hills, CA
  Los Angeles, CA
  Glendale, CA
  Montpelier, VT

Other Businesses

1) Southern California Jr. Cricket in America; Non Profit; 3006 hyperion ave, los angeles, ca,90027; not investment related; charity fundraising; Chair of board; 01/1996-Present; 5 hours/month(0 during trading hours); Coordinating Tournaments; 2)Sentance financial group; 3006 HYPERION AVE, LOS ANGELES, CA, 90027; Insurance Sales; Agent; 12/1979; health. disability, fixed annuity, long term care sales and cafe' (POP 105/125 products..

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-24

Designations

• Chartered Financial Consultant

Other Names

• Pete Sentance