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RIA / WealthAdvisorCertified Financial Planner27 years in industry

CHRISTOPHER MARK PETERSON

Advisor at REGAL INVESTMENT ADVISORS LLC

Grand Rapids, MI | KENTWOOD, MI

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Search this name across graphsid dfx:ria:91b1ee42-8eb8-dc91-2c68-71f4031ab206

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2001 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: REGAL INVESTMENT ADVISORS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 18, 1999
First registration: Jan 24, 2001
Dual registered: no
IAPD individual key: 3162809

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
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Jul 1, 2014	n/a	yes	KENTWOOD, MI\|Grand Rapids, MI	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Feb 18, 2010	Jun 18, 2014	no	GRAND RAPIDS, MI	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 22, 2005	Jun 30, 2008	no	SEATTLE, WA	Previous registration
MERCER ADVISORS	n/a	Mar 15, 2005	Aug 29, 2005	no	BELLEVUE, WA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 24, 2001	Feb 15, 2005	no	MERRIMACK, NH	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
STRATEGIC ADVISERS LLC	REGAL INVESTMENT ADVISORS LLC	Jun 18, 2014	Jul 1, 2014	13	Firm change	Other
MERCER ADVISORS	STRATEGIC ADVISERS LLC	Aug 29, 2005	Sep 22, 2005	24	Firm change	Other
STRATEGIC ADVISERS LLC	MERCER ADVISORS	Feb 15, 2005	Mar 15, 2005	28	Firm change	Other

Relationships

Registered with (3)

→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Jul 1, 2014 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 18, 2010 to Jun 18, 2014factForm ADV
→ MERCER ADVISORSRegistered adviserregistration: previous registration
Mar 15, 2005 to Aug 29, 2005factForm ADV

Dated events

No dated event names this entity yet.