Peter John Clarke

Current Employers

Employment History

• 06/2009 → 02/2021
  Scott & Stringfellow, Llc
  Mclean, VA
• 01/2013 → 11/2021
  Bb&T Securities, Llc
  Mclean, VA
• 02/2021 → 11/2021
  Truist Investment Services, Inc.
  Palm Beach, FL
• 02/2021 → 11/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 11/2021 → Present
  Rockefeller Financial Llc
  Palm Beach, FL
• 03/2024 → Present
  Rockefeller Capital Management
  Palm Beach Gardens, FL

Previous Registrations

• 2021-02-17 → 2021-11-15
  Truist Advisory Services, Inc.
  Palm Beach, FL
• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Mclean, VA
  Palm Beach, FL
  Richmond, VA
• 2009-06-12 → 2013-01-02
  Scott & Stringfellow, Llc
  Mclean, VA
• 1991-01-17 → 2009-06-15
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Mclean, VA

Other Businesses

1) Trustbridge Hospice Care; 5300 East Ave., West Palm Beach, FL 33407. Mr. Clarke serves on the investments committee of the Hospice Foundation of Palm Beach, to ensure they are in compliance with the investment policy statement and evaluate performance for the board. Mr. Clarke started this position in February of 2017 and spends approximately 2 hours per month outside of business hours on this investment related activity. 2) Empath Stratum Health; Non-investment related; 5300 East Ave., West Palm Beach, FL 33407; Board Member & Member of Investment committee; 03/15/2025; 8 hours a month and 0 hours during trading hours; Oversight of outside asset managers, selection of asset managers, and review of performance of outside managers.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1985-09-26

Other Names

• Peter Clarke