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Peter Andrew Schilli

Southern Financial Group, LLC

Birmingham, AL

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Current Employers
Southern Financial Group, Llc

700 Corporate Parkway, Birmingham, AL 35242 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-28
  • AL RA
    APPROVED
    Since 2026-07-28

Branch Locations

700 Corporate Parkway, Birmingham, AL 35242 • 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
Robert Trent Jones Mobile AL 03/2023 07/2023
Wells Fargo Bank Mobile AL 09/2022 03/2023
Unemployed Birmingham AL 06/2022 08/2022
Strategic Financial Partners Birmingham AL 05/2021 07/2021
Strategic Financial Partners Birmingham AL 12/2020 01/2021
Strategic Financial Partners Birmingham AL 05/2020 07/2020
Inverness Country Club Birmingham AL 05/2016 08/2018
Indian Springs Pelham AL 08/2013 05/2018
Osaic Wealth, Inc. Birmingham AL 08/2024 Present
Southern Financial Group, Llc Birmingham AL 08/2023 Present
Southern Financial Group, Llc Birmingham AL 07/2026 Present
Inverness Country Club Birmingham AL 05/2019 08/2019
Spring Hill College Mobile AL 08/2018 05/2022
  • 03/2023 → 07/2023
    Robert Trent Jones
    Mobile, AL
  • 09/2022 → 03/2023
    Wells Fargo Bank
    Mobile, AL
  • 06/2022 → 08/2022
    Unemployed
    Birmingham, AL
  • 05/2021 → 07/2021
    Strategic Financial Partners
    Birmingham, AL
  • 12/2020 → 01/2021
    Strategic Financial Partners
    Birmingham, AL
  • 05/2020 → 07/2020
    Strategic Financial Partners
    Birmingham, AL
  • 05/2016 → 08/2018
    Inverness Country Club
    Birmingham, AL
  • 08/2013 → 05/2018
    Indian Springs
    Pelham, AL
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Birmingham, AL
  • 08/2023 → Present
    Birmingham, AL
  • 07/2026 → Present
    Birmingham, AL
  • 05/2019 → 08/2019
    Inverness Country Club
    Birmingham, AL
  • 08/2018 → 05/2022
    Spring Hill College
    Mobile, AL
Other Businesses

1) Southern Financial Group; investment related;700 Corporate Parkway, Birmingham AL 35242;llc;executive assistant;8/7/2023;160 hrs/month;130 hrs during trading; financial planning support, administrative paperwork 2) Osaic Wealth, Inc; investment related; 2300 Windy Ridge Pkwy Ste 750, Atlanta, GA 30339; Broker-Dealer; Non-Producing Registered Rep, 08/23/2024; 0hrs/month

Designations
Other Names
  • Peter Schilli

View on SEC IAPD

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