Peter Edward Piccoli Ii

No. 1) Name of Business: Piccoli Financial Group. Investment related. Address: 1952 West Shore Rd., Melbourne, FL 32935. Nature of Business: DBA for my advisory practice. Position/Title/Relationship: Owner. Start Date: 08/2014. Hours per month: 200-250. Hours per month during Securities trading hours: 200-250. Duties/Responsibilities: Financial advisory and wealth management firm catering to individuals. No. 2) Name of Business: Croton Park Homeowners Association. Non-Investment related. Address: PO Box 360046, Melbourne, FL 32936. Nature of Business: Homeowners Association. Position/Title/Relationship: Officer. Start Date: 01/2016. Hours per month: 1-2. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Approve or decline changes to homes in the neighborhood, as well as react to things that may come up. No. 3) Name of Business: Insurance Agency Marketing Services. Non-Investment related. Address: 505 North 210th Street, Elkhorn, NE 68022. Nature of Business: Selling Medicare supplement insurance thru IAMS. Position/Title/Relationship: Agent. Start Date: 09/27/2019. Hours per month: 20. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Prospecting for and selling to people who need Medicare supplements. No. 4) Peter Piccoli, Sole Proprietor; Melbourne, FL; Investment Related; Insurance Agent; Fixed Insurance Sales; Less than 20 hours per month spent; Less than 20 hours per month during trading hours spent; Started 08/2014. No. 5) Innovation Partners LLC; Melbourne, FL; Investment Related; Registered Representative; Broker/Dealer product sales; through transition of business; Started 03/2021. No. 6) IP Financial Advisory Services, LLC; Melbourne, FL; Investment Related; Investment Advisor Representative; Investment Advisor Services; through transition of business; Started 03/2021.