Bradley Richard Peterson

Current Employers

Employment History

• 07/2016 → 01/2019
  Nylife Distributors Llc
  Jersey City, NJ
• 07/2016 → 01/2019
  New York Life Insurance Company - Advanced Markets Network
  Leawood, KS
• 12/2018 → 12/2019
  Farmers Insurance
  Westerville, OH
• 02/2019 → 12/2019
  Farmers Financial Solutions
  Westerville, OH
• 11/2019 → 12/2022
  Wealthstone Family Office, Llc
  Columbus, OH
• 01/2023 → Present
  Valmark Securities, Inc
  Akron, OH
• 01/2023 → Present
  Valmark Advisers, Inc.
  Akron, OH
• 01/2023 → 01/2024
  Long Road Risk Management Services, Llc
  Akron, OH

Other Businesses

1.) Brad Peterson Insurance Agency, Insurance Agent; Insurance Sales; Not investment related; hours: 10-40 hours/ month; start date: 01/22/2019 Insurance sales with various insurance carriers./// 2.) South Carolina Department of Parks, Recreation & Tourism; McCormick, SC; Program Specialist for state park ; start 12/2023; not investment related; 1-5 hours/month; Hourly wage./// 3.) Savannah Lakes Property Owners Association; 5812 US 378 West, McCormick, SC 29835; Board of Directors; YES Investment Related; Start Date 12/13/2023: YES - Financial interest, All property owners share financial interest\ownership in the association. The association owns all amenities including two golf courses and a recreation center; Approximately 6-10 hrs. per month; This is a volunteer position./// 4.) Savannah Lakes Village Property Owners Association; 5812 US 378 West, McCormick, SC 29835; Investment Subcommittee Member; Our POA has approximately $4 million invested with Charles Schwab. Our investment committee provides recommendations to the Finance Committee and the Board of Directors regarding investment policy and guidance of the investments. All trades are approved by the Board and executed by the CFO with the Schwab investment advisor. I have no direct authority on trades or disbursement of funds; YES Investment Related; Start Date 05/01/2024; My financial interest is as a property owner; Approximately 6-10 hrs. per month; This is a volunteer position, I receive no compensation for my involvement./// 5.) Savannah Lakes Village Property Owners Association; 5812 US 378 West, McCormick, SC 29835; Golf Committee member and liaison to the Board of Directors; start 11/2025; investment related; All property owners share financial interest/ownership in the associations; 1-5 hours/month; volunteer position; no compensation./// 6.) Securitas Security Services USA, Inc; 2623 Washington Road, Bldg C, Augusta, GA 30904; Security Services; Temporary Officer; Temporary Security Services for the Masters Golf Tournament; NOT investment related; April 2026; 21-40 Hrs. per month; Hourly wage for hours worked.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-18
• S63 Uniform Securities Agent State Law Examination
  1989-12-06

Other Names

• Bradley R Peterson
• Brad Peterson