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RIA / WealthAdvisorCertified Financial Planner14 years in industry

PETER CLARK LOCKE

Advisor at INSIGHT, CORP.

BOULDER, CO

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Search this name across graphsid dfx:ria:55485016-3610-b4de-c7eb-afbc491052ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2017 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: INSIGHT, CORP.
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: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 17, 2012
First registration: Jan 25, 2017
Dual registered: no
IAPD individual key: 5884665

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
INSIGHT, CORP.	State registered	Jan 12, 2021	n/a	yes	BOULDER, CO	Current employment
TD AMERITRADE, INC.	Former SEC adviser	Feb 27, 2018	Oct 14, 2020	no	Boulder, CO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Oct 14, 2020	no	OMAHA, NE\|BOULDER, CO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 25, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 14, 2020	Feb 27, 2018	-960	Channel change	Other
TD AMERITRADE, INC.	INSIGHT, CORP.	Oct 14, 2020	Jan 12, 2021	90	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (4)

→ INSIGHT, CORP.Registered adviserregistration: current employment
Jan 12, 2021 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Oct 14, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 27, 2018 to Oct 14, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 25, 2017 to Feb 26, 2018factForm ADV

Dated events

No dated event names this entity yet.