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PD

Peter F. Demilio

SANDERLIN SECURITIES
Memphis, TN 38157
Some features on this profile are disabled
CRD#: 3100235
PD

Professional summary

Peter Franklin Demilio, who also goes by Peter Demilio, is a registered financial professional currently at SANDERLIN SECURITIES, LLC located in Memphis, Tennessee.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1998. Peter has worked at 5 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Peter Demilio

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Franklin Demilio's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

September 26, 2017 - Present

SANDERLIN SECURITIES, LLC

Office #1: 5050 Poplar Ave Ste 618, Memphis, TN 38157Office #2: 5050 Poplar Ave Ste 618, Memphis, TN 38157
BD
CRD#: 104442
Memphis, TN
Past

March 20, 2009 - September 25, 2017

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
MEMPHIS, TN
Past

March 16, 2009 - September 25, 2017

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
MEMPHIS, TN
Past

August 28, 2006 - March 16, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
MEMPHIS, TN
Past

August 28, 2006 - March 16, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
MEMPHIS, TN
Past

March 11, 2004 - August 28, 2006

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
MEMPHIS, TN
Past

August 20, 1999 - August 28, 2006

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN
Past

October 15, 1998 - April 23, 1999

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(9/26/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 10/14/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/5/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/1/2005
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/13/2005
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/11/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SANDERLIN SECURITIES, LLC
SANDERLIN SECURITIES, LLC

CRD#: 104442 / SEC#: , 8-52906

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
5050 Poplar Ave Ste 618, Memphis, TN 38157
Mailing Address
5050 Poplar Ave Ste 618, Memphis, TN 38157
Phone number
(901) 683-1903
Established
Tennessee since 08/18/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JOHN C DOBBS NON EXEMPT MARITAL TRUSTOWNER
KAMLER, JOHN MATTHEWPRESIDENT/CCO/CFO3114979
DEMILIO, PETER FRANKLINVICE PRESIDENT3100235
DOBBS, JOHN C JR.CO TRUSTEE OF THE JCD NON EX MARITAL TR7249332
VICKERS, TALMAI O. JR.CO TRUSTEE OF THE JCD NON EX MARITAL TR/SECRETARY7230060

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

SANDERLIN SECURITIES, LLC

CRD#: 104442Memphis, TN 38157

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