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RIA / WealthAdvisor32 years in industry

PETER WALFREID QUIGLEY

Advisor at HOLOS INTEGRATED WEALTH

KENNETT SQUARE, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2005 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: HOLOS INTEGRATED WEALTH
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: Apr 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 7, 1994
First registration: Apr 19, 2005
Dual registered: no
Other names: PETER WALFRID QUIGLEY|PETER WALFRID QUIGLEY
IAPD individual key: 2464740

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
HOLOS INTEGRATED WEALTH	Independent wealth	Jan 30, 2026	n/a	yes	KENNETT SQUARE, PA	Current employment
CORESTATES CAPITAL ADVISORS, LLC	Former SEC adviser	May 5, 2011	Feb 21, 2012	no	YARDLEY, PA	Previous registration
RENVYLE PARTNERS, LLC	n/a	Apr 26, 2006	Mar 12, 2026	no	GREEN LANE, PA\|DOYLESTOWN, PA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Apr 19, 2005	May 4, 2006	no	MADISON, WI	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
RENVYLE PARTNERS, LLC	CORESTATES CAPITAL ADVISORS, LLC	Mar 12, 2026	May 5, 2011	-5,425	Firm change after gap	Other
CORESTATES CAPITAL ADVISORS, LLC	HOLOS INTEGRATED WEALTH	Feb 21, 2012	Jan 30, 2026	5,092	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	RENVYLE PARTNERS, LLC	May 4, 2006	Apr 26, 2006	-8	Firm change	Other

Relationships

Registered with (4)

→ HOLOS INTEGRATED WEALTHRegistered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ RENVYLE PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 26, 2006 to Mar 12, 2026factForm ADV
→ CORESTATES CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 5, 2011 to Feb 21, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Apr 19, 2005 to May 4, 2006factForm ADV

Dated events

Occurred
Mar 12, 2026
Advisor changed firm
Peter Walfreid Quigley left Renvyle Partners, Llc for Corestates Capital Advisors, Llc (registered 2011-05-05)
Form ADVobserved 5 days ago