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.
Harold Everett Peterson
- Professional profile
- LINKEDIN.COM/IN/HAL-PETERSON-A162485reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Mission Hill Advisors, LLC former currentsince Jan 6, 2022 · Austin, Tx
- Mission Hill Advisors, LLC formerDec 17, 2019 to Dec 31, 2021 · Austin, Tx
- Columbia Pacific Wealth Management formerJan 14, 2019 to Nov 21, 2019 · Austin, Tx
- Mission Hill Advisors, LLC formerJan 9, 2019 to Jan 12, 2019 · Austin, Tx
- Mission Hill Advisors, LLC formerSep 16, 2014 to Dec 31, 2018 · Austin, Tx
- Maslow Wealth Advisors independent RIAFeb 21, 2001 to May 27, 2014 · Austin, Tx
- Columbia Pacific Wealth Management to Mission Hill Advisors, LLCleft Nov 21, 2019, registered Dec 17, 2019 (26 days) · RIA to a newly registered adviser
- Mission Hill Advisors, LLC to Columbia Pacific Wealth Managementleft Jan 12, 2019, registered Jan 14, 2019 (2 days) · Other
- Maslow Wealth Advisors to Mission Hill Advisors, LLCleft May 27, 2014, registered Sep 16, 2014 (112 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Former SEC-registered adviserderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address