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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)41 years in industry

PETER STUART WYROUGH

Advisor at VALUEWEALTH SERVICES, LLC

Edgewater, MD | ANNAPOLIS, MD | Annapolis, MD | LUTZ, FL

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Search this name across graphsid dfx:ria:f309c954-1270-0ded-e00f-6d3c9d897e57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2002 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: VALUEWEALTH SERVICES, 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: Apr 25, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 5
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 25, 1985
First registration: Feb 13, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1291706

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
DMK ADVISOR GROUP, INC.	Independent wealth	Jan 5, 2022	n/a	yes	Annapolis, MD\|Edgewater, MD\|LUTZ, FL	Current employment
VALUEWEALTH SERVICES, LLC	Independent wealth	Aug 30, 2019	n/a	yes	ANNAPOLIS, MD	Current employment
THE INSTITUTE	Independent wealth	May 10, 2019	Mar 12, 2020	no	Annapolis, MD\|DENVER, CO	Previous registration
INSTITUTE FOR WEALTH ADVISORS, INC.	Former SEC adviser	Mar 15, 2017	Apr 30, 2019	no	Annapolis, MD\|DENVER, CO	Previous registration
SOWELL MANAGEMENT	Independent wealth	Nov 29, 2016	Jan 3, 2017	no	Annapolis, MD\|NORTH LITTLE ROCK, AR	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Aug 9, 2012	Jun 19, 2017	no	DUNKIRK, MD\|SAN JOSE, CA\|ANNAPLOIS, MD	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Nov 4, 2008	Aug 13, 2012	no	DUNKIRK, MD\|CHICAGO, IL\|CHICAGO, IL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 13, 2004	Aug 15, 2008	no	DUNKIRK, MD	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Feb 13, 2002	Apr 6, 2004	no	DUNKIRK, 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
THE INSTITUTE	VALUEWEALTH SERVICES, LLC	Mar 12, 2020	Aug 30, 2019	-195	Firm change after gap	RIA to RIA
INSTITUTE FOR WEALTH ADVISORS, INC.	THE INSTITUTE	Apr 30, 2019	May 10, 2019	10	Firm change	RIA to RIA
CONCERT WEALTH MANAGEMENT	SOWELL MANAGEMENT	Jun 19, 2017	Nov 29, 2016	-202	Firm change after gap	Other
SOWELL MANAGEMENT	INSTITUTE FOR WEALTH ADVISORS, INC.	Jan 3, 2017	Mar 15, 2017	71	Firm change	Other
BROKERSXPRESS LLC	CONCERT WEALTH MANAGEMENT	Aug 13, 2012	Aug 9, 2012	-4	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	BROKERSXPRESS LLC	Aug 15, 2008	Nov 4, 2008	81	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES, INC.	Apr 6, 2004	Apr 13, 2004	7	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
127207:304049:CO:2020-03-12	Mar 12, 2020	Aug 30, 2019	DENVER, CO	Firm change after gap
149347:127207:CO:2019-04-26	Apr 30, 2019	May 10, 2019	DENVER, CO	Firm change

Relationships

Registered with (9)

→ DMK ADVISOR GROUP, INC.Registered adviserregistration: current employment
Jan 5, 2022 to presentfactForm ADV
→ VALUEWEALTH SERVICES, LLCRegistered adviserregistration: current employment
Aug 30, 2019 to presentfactForm ADV
→ THE INSTITUTERegistered adviserregistration: previous registration
May 10, 2019 to Mar 12, 2020factForm ADV
→ INSTITUTE FOR WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 15, 2017 to Apr 30, 2019factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 9, 2012 to Jun 19, 2017factForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: previous registration
Nov 29, 2016 to Jan 3, 2017factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Nov 4, 2008 to Aug 13, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 13, 2004 to Aug 15, 2008factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Feb 13, 2002 to Apr 6, 2004factForm ADV

Dated events

No dated event names this entity yet.