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RIA / WealthAdvisor21 years in industry

PETER FARNUM CULVER

Advisor at IWM ADVISORS, LLC

JUPITER, FL | NEW YORK, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2005 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: IWM ADVISORS, LLC
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: Dec 6, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Exams: S65|S66
First exam: Dec 6, 2004
First registration: Jan 4, 2005
Dual registered: no
IAPD individual key: 4701690

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
FREEDOM FAMILY OFFICE, LLC	Independent wealth	Oct 25, 2021	n/a	yes	JUPITER, FL	Current employment
IWM ADVISORS, LLC	State registered	Aug 18, 2021	n/a	yes	NEW YORK, NY	Current employment
BNY MELLON SECURITIES CORPORATION	Other adviser	Jul 2, 2007	Dec 31, 2015	no	NEW YORK, NY\|RADNOR, PA\|PITTSBURGH, PA\|NEW YORK, NY\|NEW YORK, NY\|PITTSBURGH, PA\|NEW YORK, NY	Previous registration
MBSC, LLC	n/a	Sep 26, 2005	Jul 2, 2007	no	NEW YORK, NY\|PITTSBURGH, PA\|NEW YORK, NY	Previous registration
SKY INVESTMENT GROUP LLC	Independent wealth	Mar 3, 2005	Jul 21, 2005	no	HARTFORD, CT	Previous registration
MBSC, LLC	n/a	Jan 4, 2005	Mar 2, 2005	no	STAMFORD, CT	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
BNY MELLON SECURITIES CORPORATION	IWM ADVISORS, LLC	Dec 31, 2015	Aug 18, 2021	2,057	Firm change after gap	Other
MBSC, LLC	BNY MELLON SECURITIES CORPORATION	Jul 2, 2007	Jul 2, 2007	0	Firm change	Other
SKY INVESTMENT GROUP LLC	MBSC, LLC	Jul 21, 2005	Sep 26, 2005	67	Firm change	Other
MBSC, LLC	SKY INVESTMENT GROUP LLC	Mar 2, 2005	Mar 3, 2005	1	Firm change	Other

Relationships

Registered with (5)

→ FREEDOM FAMILY OFFICE, LLCRegistered adviserregistration: current employment
Oct 25, 2021 to presentfactForm ADV
→ IWM ADVISORS, LLCRegistered adviserregistration: current employment
Aug 18, 2021 to presentfactForm ADV
→ BNY MELLON SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 2, 2007 to Dec 31, 2015factForm ADV
→ MBSC, LLCRegistered adviserregistration: previous registration
Sep 26, 2005 to Jul 2, 2007factForm ADV
→ SKY INVESTMENT GROUP LLCRegistered adviserregistration: previous registration
Mar 3, 2005 to Jul 21, 2005factForm ADV

Dated events

No dated event names this entity yet.