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RIA / WealthAdvisor31 years in industry

DAVID HUGHES PETRY

Advisor at TORO FINANCIAL ADVISORS

WINTER PARK, FL

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Search this name across graphsid dfx:ria:e60ac875-0f63-d20d-2c5c-548bbb3c0380

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2010 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: TORO FINANCIAL ADVISORS
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: Aug 25, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Aug 25, 1995
First registration: Apr 8, 2010
Dual registered: no
IAPD individual key: 2638025

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
TORO FINANCIAL ADVISORS	State registered	Jan 1, 2026	n/a	yes	WINTER PARK, FL	Current employment
REAP IN WEALTH MANAGEMENT, LLC	State registered	Nov 14, 2018	Apr 22, 2025	no	LAKE MARY, FL	Previous registration
CALTON & ASSOCIATES, INC.	Independent wealth	Jan 27, 2014	Oct 29, 2018	no	CASSELBERRY, FL\|CLEARWATER, FL\|WINTER PARK, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 8, 2010	Dec 23, 2013	no	WINTER PARK, FL	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
REAP IN WEALTH MANAGEMENT, LLC	TORO FINANCIAL ADVISORS	Apr 22, 2025	Jan 1, 2026	254	Firm change	Other
CALTON & ASSOCIATES, INC.	REAP IN WEALTH MANAGEMENT, LLC	Oct 29, 2018	Nov 14, 2018	16	Firm change	RIA to state RIA
LPL FINANCIAL LLC	CALTON & ASSOCIATES, INC.	Dec 23, 2013	Jan 27, 2014	35	Firm change	Other

Relationships

Registered with (4)

→ TORO FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ REAP IN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 14, 2018 to Apr 22, 2025factForm ADV
→ CALTON & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 27, 2014 to Oct 29, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 8, 2010 to Dec 23, 2013factForm ADV

Dated events

Occurred
Apr 22, 2025
Advisor changed firm
David Hughes Petry left Reap In Wealth Management, Llc for Toro Financial Advisors (registered 2026-01-01)
Form ADVobserved 4 days ago