Peter Stuart Wyrough

Current Employers

Employment History

• 09/2012 → 11/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2012 → 06/2017
  Concert Wealth Dba Value Wealth Services
  Annapolis, MD
• 11/2016 → 01/2017
  Sowell Management Services
  Annapolis, MD
• 01/2017 → 04/2019
  Institute For Wealth Advisors, Inc.
  Dallas, TX
• 11/2018 → Present
  Stephen A. Kohn & Associates, Ltd / Dmk Advisor Group
  Lakewood, CO
• 04/2019 → 08/2019
  The Institute For Wealth Management Llc
  Denver, CO
• 08/2019 → Present
  Valuewealth Services, Llc
  Annapolis, MD

Previous Registrations

• 2019-05-10 → 2020-03-12
  The Institute
  Annapolis, MD
  Denver, CO
• 2017-03-15 → 2019-04-30
  Institute For Wealth Advisors, Inc.
  Annapolis, MD
  Denver, CO
• 2012-08-09 → 2017-06-19
  Concert Wealth Management
  Dunkirk, MD
  San Jose, CA
  Annaplois, MD
• 2016-11-29 → 2017-01-03
  Sowell Management
  Annapolis, MD
  North Little Rock, AR
• 2008-11-04 → 2012-08-13
  Brokersxpress Llc
  Dunkirk, MD
  Chicago, IL
  Chicago, IL
• 2004-04-13 → 2008-08-15
  Raymond James Financial Services, Inc.
  Dunkirk, MD
• 2002-02-13 → 2004-04-06
  Legg Mason Wood Walker, Incorporated
  Dunkirk, MD

Other Businesses

1. FORMING A COMPANY THAT WILL DEVELOP AND SELL A FINANCIAL AND INVESTMENT SOFTWARE TOOL, CURRENTLY IN THE PATENT PROCESS, FOR PORTABLE DIGITAL DEVICES. Work from my residential location and no compensation as of yet. INVOLVES A FEW HOURS DURING THE WEEK, MOSTLY AFTER BUSINESS HOURS. 2. Writting a Book. Work from my residential location and no compensation as of yet. INVOLVES A FEW HOURS DURING THE WEEK, MOSTLY AFTER BUSINESS HOURS. 3. Executor of an Estate and I AM A TRUSTEE FOR AN ACCOUNT THAT BENEFITS A RELATIVE'S CHILDREN. I PROVIDE INVESTMENT ADVISORY SERVICES ON THIS ACCOUNT RELATIONSHIP. AT SOME POINT I May HIRE AN INVESTMENT ADVISOR TO PROVIDE ADVICE TO ME FOR THE BENEFIT OF THE CHILDREN.I PROVIDE INVESTMENT ADVISORY SERVICES ON THIS ACCOUNT RELATIONSHIP. AT SOME POINT I MAY HIRE AN INVESTMENT ADVISOR TO PROVIDE ADVICE TO ME FOR THE BENEFIT OF THE CHILDREN. 4. Member of Society of Cinncinati of Maryland, Chariman of Education, Chairman of Fellowship Committee. Work performed outside business hours. 5. FINANCIAL ADVISOR, DMK ADVISOR GROUP, TRANSACT INSURANCE PRODUCTS, APPROXIMATELY 5 HOURS A MONTH IN THIS ENDEAVOR 6. Market and Sell Fixed Annuities through Broker's International

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1985-04-25

Designations