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RIA / WealthAdvisor23 years in industry

PETER MATTHEW BAKALIS

Advisor at BAKALIS FINANCIAL INC.

TRENTON, MI

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Search this name across graphsid dfx:ria:86f3477d-d1c3-b98c-5720-1c391d60cafd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2011 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: BAKALIS FINANCIAL INC.
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: Oct 19, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 19, 2002
First registration: Dec 13, 2011
Dual registered: no
Other names: PETER MATHEW BAKALIS
IAPD individual key: 4587325

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
BAKALIS FINANCIAL INC.	State registered	Feb 19, 2026	n/a	yes	TRENTON, MI	Current employment
BAKALIS FINANCIAL INC.	State registered	Oct 10, 2022	Dec 31, 2025	no	TRENTON, MI	Previous registration
D.H. HILL ADVISORS, INC.	Independent wealth	May 22, 2019	Sep 30, 2022	no	Trenton, MI\|KINGWOOD, TX	Previous registration
Spc	Bd affiliated wealth	Nov 4, 2013	Oct 3, 2018	no	TRENTON, MI\|BEVERLY HILLS, MI\|ANN ARBOR, MI\|BEVERLY HILLS, MI	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Dec 13, 2011	Oct 30, 2013	no	TRENTON, MI\|TRENTON, MI\|Urbandale, IA\|BEVERLY HILLS, MI	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
D.H. HILL ADVISORS, INC.	BAKALIS FINANCIAL INC.	Sep 30, 2022	Oct 10, 2022	10	Firm change	RIA to state RIA
Spc	D.H. HILL ADVISORS, INC.	Oct 3, 2018	May 22, 2019	231	Firm change	Ibd to RIA
INTEGRITY ALLIANCE, LLC	Spc	Oct 30, 2013	Nov 4, 2013	5	Firm change	Other

Relationships

Registered with (4)

→ BAKALIS FINANCIAL INC.Registered adviserregistration: previous registration
Oct 10, 2022 to Dec 31, 2025factForm ADV
→ D.H. HILL ADVISORS, INC.Registered adviserregistration: previous registration
May 22, 2019 to Sep 30, 2022factForm ADV
→ SPCRegistered adviserregistration: previous registration
Nov 4, 2013 to Oct 3, 2018factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Dec 13, 2011 to Oct 30, 2013factForm ADV

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
Peter Matthew Bakalis left D.H. Hill Advisors, Inc. for Bakalis Financial Inc. (registered 2022-10-10)
Form ADVobserved 6 days ago