Peter Ivan Michael Shusterman

Current Employers

Employment History

• 01/1990 → 09/2016
  Shusterman Financial Services
  San Diego, CA
• 10/2005 → 10/2023
  Osaic Wealth, Inc. (Formerly Known As Sagepoint Financial, Inc)
  San Diego, CA
• 10/2023 → 12/2024
  Octavia Wealth Advisors, Llc
  San Diego, CA
• 11/2023 → 07/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2023 → 12/2024
  Octavia Risk Management , Llc
  San Diego, CA
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → Present
  Cooper Mcmanus
  Fairfield, IA
• 08/2025 → 10/2025
  Peter Shusterman
  San Diego, CA

Previous Registrations

• 2023-10-19 → 2025-01-21
  Octavia Wealth Advisors Llc
  San Diego, CA
  Cincinnati, OH
• 2023-09-01 → 2023-10-20
  Osaic Wealth, Inc.
  San Diego, CA
• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  San Diego, CA
• 1999-07-09 → 2005-10-31
  Sentra Securities Corporation
  San Diego, CA

Other Businesses

1. PETER SHUSTERMAN, 4504 Osprey Street, San Diego CA 92107, United States, 10/01/2002, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 2. COOPER MCMANUS, 9870 Research Drive, Irvine CA 92618, United States, 11/24/2025, Investment Advisor Representative, DBA Name, NIR, 60 HR/MO - 40 HR/MO TRADING 3. PETER SHUSTERMAN, 4504 Osprey Street, San Diego CA 92107, United States, 01/10/1986, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2002-08-08
• S63 Uniform Securities Agent State Law Examination
  1986-04-02