DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Peter Alexander Kitzerow
Chartered Financial Consultant
Feed of 09/15/2026
At current firm
0 y
since May 7, 2026
In the industry
27 y
since Jul 7, 1999 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Quincy Wells Advisors, LLC independent RIA currentsince May 7, 2026 · Monroe, Nc
- Quincy Wells Advisors, LLC independent RIAAug 8, 2025 to Mar 26, 2026 · Chicago, Il
- Freedom Investment Management, Inc. independent RIAApr 9, 2021 to Jul 31, 2025 · South Windsor, Ct
- Matson Money, Inc. mixed wealthFeb 23, 2021 to Aug 8, 2025 · Mason, Oh
- Provident Wealth Advisors, LLC state registeredAug 22, 2015 to Feb 17, 2016 · The Woodlands, Tx
- Free Market Financial, Inc. unclassifiedJul 19, 2011 to Aug 11, 2025 · Monroe, Nc
- Southern Trust Securites Asset Management, Inc. unclassifiedMay 19, 2009 to Jul 22, 2011 · Coral Gables, Fl
- Tradepro Securities, LLC. unclassifiedJul 1, 2004 to Aug 21, 2007 · Lawrenceville, Ga
- LPL Financial LLC BD affiliatedMar 10, 2003 to Jun 17, 2004 · Bonita Springs, Fl
- Park Avenue Securities LLC BD affiliatedFeb 27, 2003 to Feb 28, 2003 · Bonita Springs, Fl
Moves
a registration end followed by a registration begin elsewhere
- Free Market Financial, Inc. to Provident Wealth Advisors, LLCleft Aug 11, 2025, registered Aug 22, 2015 (-3642 days) · Other
- Matson Money, Inc. to Freedom Investment Management, Inc.left Aug 8, 2025, registered Apr 9, 2021 (-1582 days) · RIA to RIA
- Freedom Investment Management, Inc. to Quincy Wells Advisors, LLCleft Jul 31, 2025, registered Aug 8, 2025 (8 days) · RIA to RIA
- Provident Wealth Advisors, LLC to Matson Money, Inc.left Feb 17, 2016, registered Feb 23, 2021 (1833 days) · Other
- Southern Trust Securites Asset Management, Inc. to Free Market Financial, Inc.left Jul 22, 2011, registered Jul 19, 2011 (-3 days) · Other
- Tradepro Securities, LLC. to Southern Trust Securites Asset Management, Inc.left Aug 21, 2007, registered May 19, 2009 (637 days) · Other
- LPL Financial LLC to Tradepro Securities, LLC.left Jun 17, 2004, registered Jul 1, 2004 (14 days) · Other
- Park Avenue Securities LLC to LPL Financial LLCleft Feb 28, 2003, registered Mar 10, 2003 (10 days) · Other
Signals
- Peter Alexander Kitzerow left Free Market Financial, Inc. for Provident Wealth Advisors, Llc (registered 2015-08-22)Aug 11, 2025 · Advisor changed firm · fact
- Peter Alexander Kitzerow left Matson Money, Inc. for Freedom Investment Management, Inc. (registered 2021-04-09)Aug 8, 2025 · Advisor changed firm · fact
- Peter Alexander Kitzerow left Freedom Investment Management, Inc. for Quincy Wells Advisors, Llc (registered 2025-08-08)Jul 31, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address