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
Allan Michael Peiser
Feed of 09/15/2026
At current firm
1 y
since Feb 11, 2025
In the industry
32 y
since Jan 1, 1994 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Prosperity - An Eisneramper Company independent RIA currentsince Feb 11, 2025 · Dallas, Tx
- Avantax Advisory Services formerJan 5, 2021 to Feb 10, 2021 · Dallas, Tx
- Avantax Advisory Services formerFeb 11, 2020 to Dec 31, 2020 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Prosperity - An Eisneramper Companyleft Feb 10, 2021, registered Feb 11, 2025 (1462 days) · Affiliated broker-dealer or bank to independent RIA
Signals
No dated event on this person.
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address