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RIA / WealthAdvisor22 years in industry

JENEE C PETERS

Advisor at NAPLES WEALTH PLANNING

Tarpon Springs, FL

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Search this name across graphsid dfx:ria:15cd7a5f-6c15-9302-1a37-22a8282fc7d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Sep 16, 2004 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: NAPLES WEALTH PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 27, 2004
First registration: Sep 16, 2004
Dual registered: no
Other names: JENEE C KIRCHNER|JENEE C KIRCHNER|JENEE CAMPANA PETERS|JENEE' CAMPANA PETERS
IAPD individual key: 4729371

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
NAPLES WEALTH PLANNING	Independent wealth	Nov 5, 2025	n/a	yes	Tarpon Springs, FL	Current employment
IMPRINT WEALTH LLC	Independent wealth	Jun 27, 2024	Sep 30, 2024	no	Naples, FL\|MOUNT PLEASANT, SC	Previous registration
IMPRINT WEALTH LLC	Independent wealth	Jul 21, 2023	Jun 17, 2024	no	Naples, FL\|MOUNT PLEASANT, SC	Previous registration
LAIDLAW WEALTH MANAGEMENT LLC	Independent wealth	Dec 7, 2020	Aug 4, 2023	no	NEW YORK, NY\|Trinity, FL	Previous registration
CAPITALROCK FINANCIAL, LLC	Former SEC adviser	Jul 31, 2018	Dec 31, 2020	no	Trinity, FL	Previous registration
PLATINUM WEALTH PARTNERS	Former SEC adviser	Jun 3, 2016	Dec 11, 2017	no	TAMPA, FL	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Sep 1, 2010	Jun 1, 2016	no	TAMPA, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 21, 2008	Aug 26, 2010	no	CLEARWATER, FL\|NORTH OLMSTED, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 16, 2004	Nov 24, 2008	no	AMHERST TOWNSHIP, OH\|AMHERST TOWNSHIP, OH\|AMHERST TOWNSHIP, OH\|WESTLAKE, OH	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
IMPRINT WEALTH LLC	NAPLES WEALTH PLANNING	Sep 30, 2024	Nov 5, 2025	401	Firm change after gap	RIA to RIA
LAIDLAW WEALTH MANAGEMENT LLC	IMPRINT WEALTH LLC	Aug 4, 2023	Jul 21, 2023	-14	Firm change	RIA to RIA
CAPITALROCK FINANCIAL, LLC	LAIDLAW WEALTH MANAGEMENT LLC	Dec 31, 2020	Dec 7, 2020	-24	Firm change	RIA to RIA
PLATINUM WEALTH PARTNERS	CAPITALROCK FINANCIAL, LLC	Dec 11, 2017	Jul 31, 2018	232	Firm change	Other
OPPENHEIMER & CO. INC.	PLATINUM WEALTH PARTNERS	Jun 1, 2016	Jun 3, 2016	2	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	OPPENHEIMER & CO. INC.	Aug 26, 2010	Sep 1, 2010	6	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 24, 2008	Nov 21, 2008	-3	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
322130:330316:SC:2024-09-30	Sep 30, 2024	Nov 5, 2025	MOUNT PLEASANT, SC	Firm change after gap
150040:322130:FL:2023-08-04	Aug 4, 2023	Jul 21, 2023	TRINITY, FL	Firm change
281234:150040:FL:2020-12-31	Dec 31, 2020	Dec 7, 2020	TRINITY, FL	Firm change
145507:281234:FL:2017-12-11	Dec 11, 2017	Jul 31, 2018	TAMPA, FL	Firm change

Relationships

Registered with (8)

→ NAPLES WEALTH PLANNINGRegistered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ IMPRINT WEALTH LLCRegistered adviserregistration: previous registration
Jun 27, 2024 to Sep 30, 2024factForm ADV
→ LAIDLAW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 7, 2020 to Aug 4, 2023factForm ADV
→ CAPITALROCK FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 31, 2018 to Dec 31, 2020factForm ADV
→ PLATINUM WEALTH PARTNERSRegistered adviserregistration: previous registration
Jun 3, 2016 to Dec 11, 2017factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Sep 1, 2010 to Jun 1, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 21, 2008 to Aug 26, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 16, 2004 to Nov 24, 2008factForm ADV

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
Jenee C Peters left Imprint Wealth Llc for Naples Wealth Planning (registered 2025-11-05)
Form ADVobserved 6 days ago
Occurred
Aug 4, 2023
Advisor changed firm
Jenee C Peters left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-07-21)
Form ADVobserved 6 days ago