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RIA / WealthAdvisorCertified Financial Planner25 years in industry

PETER R BURNHAM

Advisor at DIVERSIFY WEALTH MANAGEMENT, LLC

Ashburn, VA | SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:b14a6695-08db-7c7c-9cdb-10083507e2fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Feb 9, 2001 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: DIVERSIFY WEALTH MANAGEMENT, 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: Dec 22, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 22, 2000
First registration: Feb 9, 2001
Dual registered: no
Other names: PETER ROBERT BURNHAM
IAPD individual key: 4273583

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
DIVERSIFY WEALTH MANAGEMENT, LLC	Independent wealth	Dec 11, 2024	n/a	yes	SOUTH JORDAN, UT\|Ashburn, VA	Current employment
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 2, 2024	Mar 13, 2025	no	Ashburn, VA\|SOUTH JORDAN, UT	Previous registration
DFPG INVESTMENTS, LLC	Former SEC adviser	Dec 12, 2022	Feb 8, 2024	no	SANDY, UT\|Ashburn, VA	Previous registration
SUREVEST PRIVATE WEALTH	Former SEC adviser	Feb 7, 2020	Dec 12, 2022	no	Ashburn, VA\|LOS ANGELES, CA	Previous registration
SUREVEST WEALTH MANAGEMENT	Former SEC adviser	Mar 20, 2018	Feb 7, 2020	no	Ashburn, VA\|PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 4, 2007	Feb 9, 2018	no	Washington, DC	Previous registration
FERRIS, BAKER WATTS, LLC	n/a	Jun 24, 2002	Jul 25, 2007	no	ROCKVILLE, MD\|ROCKVILLE, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 9, 2001	May 29, 2002	no	ROCKVILLE, MD	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
DIVERSIFY ADVISORY SERVICES, LLC	DIVERSIFY WEALTH MANAGEMENT, LLC	Mar 13, 2025	Dec 11, 2024	-92	Firm change after gap	Ibd to RIA
DFPG INVESTMENTS, LLC	DIVERSIFY ADVISORY SERVICES, LLC	Feb 8, 2024	Jan 2, 2024	-37	Firm change after gap	RIA to ibd
SUREVEST PRIVATE WEALTH	DFPG INVESTMENTS, LLC	Dec 12, 2022	Dec 12, 2022	0	Firm change	RIA to RIA
SUREVEST WEALTH MANAGEMENT	SUREVEST PRIVATE WEALTH	Feb 7, 2020	Feb 7, 2020	0	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	SUREVEST WEALTH MANAGEMENT	Feb 9, 2018	Mar 20, 2018	39	Firm change	Ibd to RIA
FERRIS, BAKER WATTS, LLC	CHARLES SCHWAB & CO., INC.	Jul 25, 2007	Oct 4, 2007	71	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FERRIS, BAKER WATTS, LLC	May 29, 2002	Jun 24, 2002	26	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
326060:329878:UT:2025-03-11	Mar 13, 2025	Dec 11, 2024	SOUTH JORDAN, UT	Firm change after gap
306872:155576:CA:2022-12-12	Dec 12, 2022	Dec 12, 2022	LOS ANGELES, CA	Firm change
122369:306872:AZ:2020-02-07	Feb 7, 2020	Feb 7, 2020	PHOENIX, AZ	Firm change

Relationships

Registered with (8)

→ DIVERSIFY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 11, 2024 to presentfactForm ADV
→ DIVERSIFY ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 2, 2024 to Mar 13, 2025factForm ADV
→ DFPG INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 12, 2022 to Feb 8, 2024factForm ADV
→ SUREVEST PRIVATE WEALTHRegistered adviserregistration: previous registration
Feb 7, 2020 to Dec 12, 2022factForm ADV
→ SUREVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 20, 2018 to Feb 7, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 4, 2007 to Feb 9, 2018factForm ADV
→ FERRIS, BAKER WATTS, LLCRegistered adviserregistration: previous registration
Jun 24, 2002 to Jul 25, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 9, 2001 to May 29, 2002factForm ADV

Dated events

Occurred
Mar 13, 2025
Advisor changed firm
Peter R Burnham left Diversify Advisory Services, Llc for Diversify Wealth Management, Llc (registered 2024-12-11)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2024
Advisor changed firm
Peter R Burnham left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2024-01-02)
Form ADVobserved 4 days ago
Occurred
Dec 12, 2022
Advisor changed firm
Peter R Burnham left Surevest Private Wealth for Dfpg Investments, Llc (registered 2022-12-12)
Form ADVobserved 4 days ago