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RIA / WealthAdvisorCertified Financial Planner19 years in industry

CHRISTOPHER G PETERSON

Advisor at CORE PLANNING

OFALLON, MO | Crossville, TN

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Search this name across graphsid dfx:ria:29b964b8-e298-27e9-eedd-0d6e52032831

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2007 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: CORE 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 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 1, 2007
First registration: Mar 5, 2007
Dual registered: no
IAPD individual key: 5227687

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
CORE PLANNING	Independent wealth	Nov 12, 2025	n/a	yes	Crossville, TN\|OFALLON, MO	Current employment
CRAVENS & COMPANY WEALTH MANAGEMENT	Independent wealth	May 14, 2016	Mar 30, 2017	no	Crossville, TN\|COOKEVILLE, TN	Previous registration
PETERSON WEALTH ADVISORY, LLC	n/a	Sep 29, 2008	Feb 13, 2026	no	CROSSVILLE, TN\|CROSSVILLE, TN\|CROSSVILLE, TN\|Crossville, TN\|Crossville, TN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 5, 2007	Sep 9, 2008	no	ROCKLEDGE, FL	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
PETERSON WEALTH ADVISORY, LLC	CRAVENS & COMPANY WEALTH MANAGEMENT	Feb 13, 2026	May 14, 2016	-3,562	Firm change after gap	Other
CRAVENS & COMPANY WEALTH MANAGEMENT	CORE PLANNING	Mar 30, 2017	Nov 12, 2025	3,149	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PETERSON WEALTH ADVISORY, LLC	Sep 9, 2008	Sep 29, 2008	20	Firm change	Other

Relationships

Registered with (4)

→ CORE PLANNINGRegistered adviserregistration: current employment
Nov 12, 2025 to presentfactForm ADV
→ PETERSON WEALTH ADVISORY, LLCRegistered adviserregistration: previous registration
Sep 29, 2008 to Feb 13, 2026factForm ADV
→ CRAVENS & COMPANY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 14, 2016 to Mar 30, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 5, 2007 to Sep 9, 2008factForm ADV

Dated events

Occurred
Feb 13, 2026
Advisor changed firm
Christopher G Peterson left Peterson Wealth Advisory, Llc for Cravens & Company Wealth Management (registered 2016-05-14)
Form ADVobserved 5 days ago