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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)27 years in industry

PETER ALEXANDER KITZEROW

Advisor at QUINCY WELLS ADVISORS, LLC

Monroe, NC | CHICAGO, IL

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Search this name across graphsid dfx:ria:75da808e-eeaa-b31b-d9d8-165692aaa591

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Feb 27, 2003 to Sep 15, 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: QUINCY WELLS ADVISORS, 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: Jul 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Jul 7, 1999
First registration: Feb 27, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 1078020

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
QUINCY WELLS ADVISORS, LLC	Independent wealth	May 7, 2026	n/a	yes	Monroe, NC\|CHICAGO, IL	Current employment
QUINCY WELLS ADVISORS, LLC	Independent wealth	Aug 8, 2025	Mar 26, 2026	no	CHICAGO, IL\|Pineville, NC	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Apr 9, 2021	Jul 31, 2025	no	SOUTH WINDSOR, CT\|Charlotte, NC	Previous registration
MATSON MONEY, INC.	Mixed wealth	Feb 23, 2021	Aug 8, 2025	no	MASON, OH	Previous registration
PROVIDENT WEALTH ADVISORS, LLC	State registered	Aug 22, 2015	Feb 17, 2016	no	THE WOODLANDS, TX	Previous registration
FREE MARKET FINANCIAL, INC.	n/a	Jul 19, 2011	Aug 11, 2025	no	MONROE, NC	Previous registration
SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.	n/a	May 19, 2009	Jul 22, 2011	no	CORAL GABLES, FL	Previous registration
TRADEPRO SECURITIES, LLC.	n/a	Jul 1, 2004	Aug 21, 2007	no	LAWRENCEVILLE, GA\|MIAMI, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 10, 2003	Jun 17, 2004	no	BONITA SPRINGS, FL	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Feb 27, 2003	Feb 28, 2003	no	BONITA SPRINGS, FL	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
FREE MARKET FINANCIAL, INC.	PROVIDENT WEALTH ADVISORS, LLC	Aug 11, 2025	Aug 22, 2015	-3,642	Firm change after gap	Other
MATSON MONEY, INC.	FREEDOM INVESTMENT MANAGEMENT, INC.	Aug 8, 2025	Apr 9, 2021	-1,582	Firm change after gap	RIA to RIA
FREEDOM INVESTMENT MANAGEMENT, INC.	QUINCY WELLS ADVISORS, LLC	Jul 31, 2025	Aug 8, 2025	8	Firm change	RIA to RIA
PROVIDENT WEALTH ADVISORS, LLC	MATSON MONEY, INC.	Feb 17, 2016	Feb 23, 2021	1,833	Firm change after gap	Other
SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.	FREE MARKET FINANCIAL, INC.	Jul 22, 2011	Jul 19, 2011	-3	Firm change	Other
TRADEPRO SECURITIES, LLC.	SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.	Aug 21, 2007	May 19, 2009	637	Firm change after gap	Other
LPL FINANCIAL LLC	TRADEPRO SECURITIES, LLC.	Jun 17, 2004	Jul 1, 2004	14	Firm change	Other
PARK AVENUE SECURITIES LLC	LPL FINANCIAL LLC	Feb 28, 2003	Mar 10, 2003	10	Firm change	Other

Relationships

Registered with (9)

→ QUINCY WELLS ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 8, 2025 to Mar 26, 2026factForm ADV
→ FREE MARKET FINANCIAL, INC.Registered adviserregistration: previous registration
Jul 19, 2011 to Aug 11, 2025factForm ADV
→ MATSON MONEY, INC.Registered adviserregistration: previous registration
Feb 23, 2021 to Aug 8, 2025factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 9, 2021 to Jul 31, 2025factForm ADV
→ PROVIDENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 22, 2015 to Feb 17, 2016factForm ADV
→ SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 19, 2009 to Jul 22, 2011factForm ADV
→ TRADEPRO SECURITIES, LLC.Registered adviserregistration: previous registration
Jul 1, 2004 to Aug 21, 2007factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 10, 2003 to Jun 17, 2004factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Feb 27, 2003 to Feb 28, 2003factForm ADV

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
Peter Alexander Kitzerow left Free Market Financial, Inc. for Provident Wealth Advisors, Llc (registered 2015-08-22)
Form ADVobserved 3 days ago
Occurred
Aug 8, 2025
Advisor changed firm
Peter Alexander Kitzerow left Matson Money, Inc. for Freedom Investment Management, Inc. (registered 2021-04-09)
Form ADVobserved 3 days ago
Occurred
Jul 31, 2025
Advisor changed firm
Peter Alexander Kitzerow left Freedom Investment Management, Inc. for Quincy Wells Advisors, Llc (registered 2025-08-08)
Form ADVobserved 3 days ago