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

VELARA WEALTH MANAGEMENT INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63

First exam

Oct 1, 1999

First registration

Mar 26, 2021

Dual registered

no

Other names

Peter Levine|PETER DAVID LEVINE

IAPD individual key

4022345

• Occurred

  Aug 27, 2026
  Advisor changed firm

  Peter Levine left Ameriprise Financial Services, Llc for Velara Wealth Management Inc. (registered 2026-08-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48001a50-fe5f-9d00-b7b0-100a80afea71

First observed

Mar 26, 2021

Last observed

Sep 14, 2026 7 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.