DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

ANDREW CARROLL PETERSON

Advisor at R2 WEALTH MANAGEMENT PARTNERS

LINCOLN, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:460f4e3f-59c7-df14-41b5-e4fbec474ce7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 17, 2012 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: R2 WEALTH MANAGEMENT PARTNERS
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: Jul 28, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 28, 2009
First registration: Jan 17, 2012
Dual registered: no
IAPD individual key: 5664080

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
R2 WEALTH MANAGEMENT PARTNERS	Independent wealth	Dec 1, 2025	n/a	yes	LINCOLN, NE\|LINCOLN, NE	Current employment
PARADIGM WEALTH MANAGEMENT	Independent wealth	Jul 8, 2022	Mar 31, 2026	no	LINCOLN, NE	Previous registration
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Dec 1, 2016	Jul 7, 2022	no	Lincoln, NE\|CORNELIUS, NC	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jun 28, 2012	Dec 20, 2016	no	LINCOLN, NE\|Lincoln, NE	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Jan 17, 2012	Jun 14, 2012	no	CARMEL, IN	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
PARADIGM WEALTH MANAGEMENT	R2 WEALTH MANAGEMENT PARTNERS	Mar 31, 2026	Dec 1, 2025	-120	Firm change after gap	RIA to new firm
ALPHASTAR CAPITAL MANAGEMENT	PARADIGM WEALTH MANAGEMENT	Jul 7, 2022	Jul 8, 2022	1	Firm change	RIA to RIA
AMERITAS ADVISORY SERVICES	ALPHASTAR CAPITAL MANAGEMENT	Dec 20, 2016	Dec 1, 2016	-19	Firm change	Other
ONEAMERICA SECURITIES, INC.	AMERITAS ADVISORY SERVICES	Jun 14, 2012	Jun 28, 2012	14	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
282055:338490:NE:2026-03-31	Mar 31, 2026	Dec 1, 2025	LINCOLN, NE	Firm change after gap
157423:282055:NC:2022-06-30	Jul 7, 2022	Jul 8, 2022	CORNELIUS, NC	Firm change
14869:157423:NE:2016-12-16	Dec 20, 2016	Dec 1, 2016	LINCOLN, NE	Firm change

Relationships

Registered with (5)

→ R2 WEALTH MANAGEMENT PARTNERSRegistered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ PARADIGM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 8, 2022 to Mar 31, 2026factForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Dec 1, 2016 to Jul 7, 2022factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 28, 2012 to Dec 20, 2016factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jan 17, 2012 to Jun 14, 2012factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
Andrew Carroll Peterson left Paradigm Wealth Management for R2 Wealth Management Partners (registered 2025-12-01)
Form ADVobserved 4 days ago
Occurred
Jul 7, 2022
Advisor changed firm
Andrew Carroll Peterson left Alphastar Capital Management for Paradigm Wealth Management (registered 2022-07-08)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:460f4e3f-59c7-df14-41b5-e4fbec474ce7
First observed: Jan 17, 2012
Last observed: Sep 14, 2026 5 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.

ANDREW CARROLL PETERSON

Advisor at R2 WEALTH MANAGEMENT PARTNERS

LINCOLN, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:460f4e3f-59c7-df14-41b5-e4fbec474ce7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

R2 WEALTH MANAGEMENT PARTNERS

Independent wealth

Dec 1, 2025

n/a

yes

LINCOLN, NE|LINCOLN, NE

Current employment

PARADIGM WEALTH MANAGEMENT

Independent wealth

Jul 8, 2022

Mar 31, 2026

LINCOLN, NE

Previous registration

ALPHASTAR CAPITAL MANAGEMENT

Independent wealth

Dec 1, 2016

Jul 7, 2022

Lincoln, NE|CORNELIUS, NC

Previous registration

AMERITAS ADVISORY SERVICES

Former SEC adviser

Jun 28, 2012

Dec 20, 2016

LINCOLN, NE|Lincoln, NE

Previous registration

ONEAMERICA SECURITIES, INC.

Bd affiliated wealth

Jan 17, 2012

Jun 14, 2012

CARMEL, IN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PARADIGM WEALTH MANAGEMENT

R2 WEALTH MANAGEMENT PARTNERS

Mar 31, 2026

Dec 1, 2025

-120

Firm change after gap

RIA to new firm

ALPHASTAR CAPITAL MANAGEMENT

PARADIGM WEALTH MANAGEMENT

Jul 7, 2022

Jul 8, 2022

Firm change

RIA to RIA

AMERITAS ADVISORY SERVICES

ALPHASTAR CAPITAL MANAGEMENT

Dec 20, 2016

Dec 1, 2016

-19

Firm change

Other

ONEAMERICA SECURITIES, INC.

AMERITAS ADVISORY SERVICES

Jun 14, 2012

Jun 28, 2012

Firm change

Other

Team

Left

Joined

From

Kind

282055:338490:NE:2026-03-31

Mar 31, 2026

Dec 1, 2025

LINCOLN, NE

Firm change after gap

157423:282055:NC:2022-06-30

Jul 7, 2022

Jul 8, 2022

CORNELIUS, NC

Firm change

14869:157423:NE:2016-12-16

Dec 20, 2016

Dec 1, 2016

LINCOLN, NE

Firm change