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RIA / WealthAdvisorChartered Financial Consultant42 years in industry

RICHARD ALAN HELLBERG

Advisor at PETERALEXANDER

WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:4fccc220-391e-7659-74a8-9fb36d0dbee0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 5, 1993 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: PETERALEXANDER
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Apr 17, 1984
First registration: Jan 5, 1993
Dual registered: no
IAPD individual key: 821798

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
Peteralexander	State registered	Apr 30, 2020	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Jun 9, 2015	Mar 10, 2020	no	CONSHOHOCKEN, PA\|TOWSON, MD\|CONSHOHOCKEN, PA	Previous registration
MERION WEALTH PARTNERS, LLC	Former SEC adviser	Jul 12, 2012	Jun 2, 2015	no	PAOLI, PA\|CONSHOHOCKEN, PA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jun 15, 2010	Jul 9, 2012	no	CONSHOHOCKEN, PA\|CONSHOHOCKEN, PA	Previous registration
Peteralexander	n/a	Jan 5, 1993	Jun 17, 2015	no	CONSHOHOCKEN, PA	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
HORNOR, TOWNSEND & KENT, LLC	Peteralexander	Mar 10, 2020	Apr 30, 2020	51	Firm change	Ibd to state RIA
Peteralexander	COMMONWEALTH FINANCIAL NETWORK	Jun 17, 2015	Jun 15, 2010	-1,828	Firm change after gap	Other
MERION WEALTH PARTNERS, LLC	HORNOR, TOWNSEND & KENT, LLC	Jun 2, 2015	Jun 9, 2015	7	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	MERION WEALTH PARTNERS, LLC	Jul 9, 2012	Jul 12, 2012	3	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
4031:308142:PA:2020-03-02	Mar 10, 2020	Apr 30, 2020	CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (5)

→ PETERALEXANDERRegistered adviserregistration: current employment
Apr 30, 2020 to presentfactForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Jun 9, 2015 to Mar 10, 2020factForm ADV
→ PETERALEXANDERRegistered adviserregistration: previous registration
Jan 5, 1993 to Jun 17, 2015factForm ADV
→ MERION WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 12, 2012 to Jun 2, 2015factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jun 15, 2010 to Jul 9, 2012factForm ADV

Dated events

No dated event names this entity yet.