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.

Current firm

COPPERLEAF CAPITAL, LLC

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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

4

Exams

S66

First exam

Dec 13, 2021

First registration

Dec 15, 2021

Dual registered

no

Other names

PETER ALLEN ROSS|PETER ROSS

IAPD individual key

7401575

• Occurred

  Jan 11, 2022
  Advisor changed firm

  Peter Allen Ross left Fidelity Personal And Workplace Advisors for Copperleaf Capital, Llc (registered 2022-01-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ef57cfa-bf60-20bf-c0d8-737c8cfd17ee

First observed

Dec 15, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.