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RIA / WealthAdvisor27 years in industry

PETER CARMINE COVINO

Advisor at LEGACY WEALTH MANAGEMENT, LLC

BOISE, ID

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 5, 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: LEGACY 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: Oct 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: Oct 1, 1998
First registration: Jan 5, 2005
Dual registered: no
Other names: PETE C COVINO|PETE C III COVINO
IAPD individual key: 3107080

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
LEGACY WEALTH MANAGEMENT, LLC	Independent wealth	Oct 23, 2025	n/a	yes	BOISE, ID	Current employment
Ancorato	Asset manager	Jan 24, 2024	n/a	yes	BOISE, ID	Current employment
Ancorato	Asset manager	Nov 14, 2022	Dec 31, 2023	no	BOISE, ID	Previous registration
AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Independent wealth	Mar 3, 2014	Jan 23, 2015	no	EAGLE, ID\|EAGLE, ID\|Eagle, ID	Previous registration
PROSPERA FINANCIAL SERVICES, INC.	Bd affiliated wealth	Oct 12, 2010	Oct 7, 2013	no	DALLAS, TX\|BOISE, ID	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Jan 5, 2009	Sep 30, 2010	no	PEORIA, AZ\|BOISE, ID\|OVERLAND PARK, KS	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 5, 2005	Jan 2, 2009	no	PEORIA, AZ	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
AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Ancorato	Jan 23, 2015	Nov 14, 2022	2,852	Firm change after gap	Other
PROSPERA FINANCIAL SERVICES, INC.	AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Oct 7, 2013	Mar 3, 2014	147	Firm change	Other
VSR ADVISORY SERVICES	PROSPERA FINANCIAL SERVICES, INC.	Sep 30, 2010	Oct 12, 2010	12	Firm change	Other
LPL FINANCIAL LLC	VSR ADVISORY SERVICES	Jan 2, 2009	Jan 5, 2009	3	Firm change	Other

Relationships

Registered with (6)

→ LEGACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 23, 2025 to presentfactForm ADV
→ ANCORATORegistered adviserregistration: previous registration
Nov 14, 2022 to Dec 31, 2023factForm ADV
→ AMERICAN INDEPENDENT SECURITIES GROUP, LLCRegistered adviserregistration: previous registration
Mar 3, 2014 to Jan 23, 2015factForm ADV
→ PROSPERA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 12, 2010 to Oct 7, 2013factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 5, 2009 to Sep 30, 2010factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 5, 2005 to Jan 2, 2009factForm ADV

Dated events

No dated event names this entity yet.