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RIA / WealthAdvisor34 years in industry

PETER DIERKS JOERS

Advisor at AVOS CAPITAL MANAGEMENT, LLC

DARIEN, CT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Dec 29, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Peter Dierks Joers

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AVOS CAPITAL 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: Sep 27, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 27, 1991
First registration: Dec 29, 1999
Dual registered: no
IAPD individual key: 2169200

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
AVOS CAPITAL MANAGEMENT, LLC	Independent wealth	May 12, 2021	n/a	yes	DARIEN, CT	Current employment
GREENLINE PARTNERS	Independent wealth	Aug 20, 2012	Dec 31, 2018	no	SEATTLE, WA\|NEW YORK, NY\|SEATTLE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Sep 15, 2010	no	SEATTLE, WA\|SEATTLE, WA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 22, 2003	Oct 23, 2009	no	SEATTLE, WA\|SEATTLE, WA\|BELLEVUE, WA\|KETCHUM, ID\|SEATTLE, WA\|SPOKANE, WA\|TACOMA, WA\|BOISE, ID	Previous registration
BANC OF AMERICA SECURITIES LLC	n/a	Dec 29, 1999	Aug 27, 2003	no	BELLEVUE, WA	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
GREENLINE PARTNERS	AVOS CAPITAL MANAGEMENT, LLC	Dec 31, 2018	May 12, 2021	863	Firm change after gap	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	GREENLINE PARTNERS	Sep 15, 2010	Aug 20, 2012	705	Firm change after gap	Wirehouse to new firm
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
BANC OF AMERICA SECURITIES LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 27, 2003	Aug 22, 2003	-5	Bulk transfer	Other

Relationships

Registered with (5)

→ AVOS CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
May 12, 2021 to presentfactForm ADV
→ GREENLINE PARTNERSRegistered adviserregistration: previous registration
Aug 20, 2012 to Dec 31, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Sep 15, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 22, 2003 to Oct 23, 2009factForm ADV
→ BANC OF AMERICA SECURITIES LLCRegistered adviserregistration: previous registration
Dec 29, 1999 to Aug 27, 2003factForm ADV

Dated events

No dated event names this entity yet.