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Advisor at PEAK AMERICAN INVESTMENT ADVISORS, INC.
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PEAK AMERICAN INVESTMENT ADVISORS, INC. | Independent wealth | Aug 15, 2025 | n/a | yes | PLANO, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Nov 9, 2021 | Aug 19, 2025 | no | PLANO, TX|PLANO, TX | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Nov 3, 2020 | Nov 3, 2021 | no | WOBURN, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | PEAK AMERICAN INVESTMENT ADVISORS, INC. | Aug 19, 2025 | Aug 15, 2025 | -4 | Firm change | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | FISHER INVESTMENTS | Nov 3, 2021 | Nov 9, 2021 | 6 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107342:145056:TX:2025-08-19 | Aug 19, 2025 | Aug 15, 2025 | PLANO, TX | Firm change |