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

ORCA INVESTMENT MANAGEMENT, 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

Dec 16, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Dec 16, 1988

First registration

Jan 7, 2009

Dual registered

yes, broker-dealer

Other names

PETER RAYMOND FOGARTY

IAPD individual key

1889799

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Peter Raymond Fogarty left Paulson Investment Advisors, Llc for Orca Investment Management, Llc (registered 2026-03-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:61e9b260-e366-6ee7-b805-6e17cc9d5248

First observed

Jan 7, 2009

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.