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RIA / WealthAdvisorCertified Financial Planner32 years in industry

PEGGY F FRYE

Advisor at GLENAYR FAMILY ADVISORS LLC

BRIGHTWOOD, VA

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Search this name across graphsid dfx:ria:0920022a-feff-57a2-5691-3ad8b8ae6a8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLENAYR FAMILY ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 8, 1994
First registration: Apr 4, 2002
Dual registered: no
Other names: PEGGY F ROMA
IAPD individual key: 2505498

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLENAYR FAMILY ADVISORS LLC	State registered	Aug 28, 2014	n/a	yes	BRIGHTWOOD, VA	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Apr 15, 2011	Sep 4, 2014	no	BRIGHTWOOD, VA	Previous registration
WALSH & ASSOCIATES, LLC	Independent wealth	Oct 26, 2010	Nov 30, 2011	no	SARASOTA, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Apr 29, 2010	no	WASHINGTON, DC	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Apr 4, 2002	May 29, 2007	no	WASHINGTON, DC\|CHAPPAQUA, NY\|CHAPPAQUA, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL PARTNERS	GLENAYR FAMILY ADVISORS LLC	Sep 4, 2014	Aug 28, 2014	-7	Firm change	Other
WALSH & ASSOCIATES, LLC	INDEPENDENT FINANCIAL PARTNERS	Nov 30, 2011	Apr 15, 2011	-229	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	WALSH & ASSOCIATES, LLC	Apr 29, 2010	Oct 26, 2010	180	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ GLENAYR FAMILY ADVISORS LLCRegistered adviserregistration: current employment
Aug 28, 2014 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Apr 15, 2011 to Sep 4, 2014factForm ADV
→ WALSH & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Oct 26, 2010 to Nov 30, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Apr 29, 2010factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Apr 4, 2002 to May 29, 2007factForm ADV

Dated events

No dated event names this entity yet.