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
Jeff Hall Peterson
Feed of 09/14/2026
Also filed as Jeffrey Hall Peterson
At current firm
10 y
since Feb 8, 2016
In the industry
34 y
since Apr 16, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Feb 8, 2016 · Spokane, Wa
- Robert W. Baird & Co. Incorporated mixed wealthNov 7, 2014 to Feb 2, 2016 · Spokane, Wa
- Mcadams Wright Ragen, Inc. formerMay 11, 2012 to Nov 7, 2014 · Spokane, Wa
- Wells Fargo Advisors wirehouseJan 3, 2011 to May 15, 2012 · Spokane, Wa
- Wells Fargo Investments, LLC unclassifiedJun 19, 2006 to Jan 3, 2011 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- Robert W. Baird & Co. Incorporated to Wells Fargo Advisorsleft Feb 2, 2016, registered Feb 8, 2016 (6 days) · Other
- Mcadams Wright Ragen, Inc. to Robert W. Baird & Co. Incorporatedleft Nov 7, 2014, registered Nov 7, 2014 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Mcadams Wright Ragen, Inc.left May 15, 2012, registered May 11, 2012 (-4 days) · Other
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
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
- Wirehousederived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address