Peter Reisner Sharpe

Current Employers

Employment History

• 08/1987 → Present
  #Ia Signator Investors, Inc.
  Boston, MA
• 11/2001 → 01/2025
  Lincoln Financial Advisors Corporation
  Ft Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2001-11-28 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Vienna, VA

Other Businesses

1) PETE SHARPE 8219 LEESBURG PIKE #200 VIENNA, VA 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFERS DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 12/2001 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 2) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2024 ADDRESS: 8219 Leesburg Pike, #200, Vienna VA 22182, United States DESCRIPTION: Advisor to my clients 3) HERITAGE FINANCIAL CONSULTANTS,LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG payout with Heritage Financial Consultants, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-26
• S63 Uniform Securities Agent State Law Examination
  1997-07-03

Other Names

• Pete Sharpe