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Peter B. Rutman

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CRD#: 1260408
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Brian Rutman was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1984. Peter had worked at 16 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PETER RUTMAN BLUES & JAZZ BAND - SAN DIEGO, CA 92123 - OWNER - SCHEDULE DATES, MUSICIAN - SHADE TREE CORPORATION - OWNER - STRATEGIC PLANNING - 3HRS MO TIME SPENT - ADMINESTATE CORPORATION - OWNER - MANAGEMENT - TAX PREPARATION - 120HRS MO TIME SPENT. All of these activities are to come under the corporate structure of Rutman Corporation, Aug-Sept 2017.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 11, 2017 - July 20, 2023

CHRONOS

RIA
CRD#: 289268
San Diego, CA
Past

January 29, 2010 - October 13, 2017

CHRONOS CORPORATION

RIA
CRD#: 142722
SAN DIEGO, CA
Past

September 14, 2007 - September 23, 2008

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SAN DIEGO, CA
Past

August 29, 2007 - September 23, 2008

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SAN DIEGO, CA
Past

July 30, 2007 - December 31, 2009

CHRONOS CORPORATION

RIA
CRD#: 142722
SAN DIEGO, CA
Past

August 3, 2006 - August 25, 2006

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
SAN DIEGO, CA
Past

October 24, 2005 - August 25, 2006

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SAN DIEGO, CA
Past

January 2, 2001 - December 10, 2004

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past

May 20, 1999 - December 31, 2000

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

December 8, 1998 - September 14, 1999

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

January 30, 1998 - January 21, 1999

PRIVATE PORTFOLIO, INC.

BD
CRD#: 36644
LA JOLLA, CA
Past

November 1, 1996 - October 27, 1997

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

April 11, 1994 - November 7, 1996

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

September 27, 1990 - April 19, 1994

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

September 9, 1988 - August 9, 1989

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
MINNETONKA, MN
Past

February 12, 1987 - September 27, 1988

INVESTMENT BROKERS OF AMERICA

BD
CRD#: 14607
Past

April 4, 1986 - June 19, 1986

VALUE EQUITIES CORPORATION

BD
CRD#: 13316
Past

October 23, 1985 - April 23, 1986

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
Past

May 30, 1984 - January 27, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2006
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/11/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CH
CHRONOS
CHRONOS | RUTMAN CORPORATION

CRD#: 289268 / SEC#:

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Contact information


Main Address
C/o Peter Rutman 4827 Hawley Blvd., San Diego, CA 92116-1975
Mailing Address
3288 Adams Avenue Suite 16070, San Diego, CA 92176-7004
Phone number
(858) 278-8500
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 1,864,880

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHRONOS

CRD#: 289268

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