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 Daniel Walkey
Feed of 09/15/2026
Also filed as Peter D Walkey
At current firm
2 y
since Apr 8, 2024
In the industry
22 y
since Oct 1, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Usi Advisors institutional currentsince Apr 8, 2024 · Glastonbury, Ct
- Oneamerica Securities, Inc. BD affiliatedJan 31, 2022 to May 25, 2023 · Indianapolis, In
- Cbiz Investment Advisory Services, LLC institutionalOct 19, 2020 to Sep 7, 2021 · Carmel, In
- Mj Retirement institutionalMay 14, 2019 to Aug 5, 2020 · Carmel, In
- Cerity Partners Ocio LLC institutionalApr 24, 2012 to Mar 7, 2018 · New York, Ny
- Meridian Investment Advisors, Inc. independent RIASep 20, 2007 to May 1, 2012 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Oneamerica Securities, Inc. to Usi Advisorsleft May 25, 2023, registered Apr 8, 2024 (319 days) · Other
- Cbiz Investment Advisory Services, LLC to Oneamerica Securities, Inc.left Sep 7, 2021, registered Jan 31, 2022 (146 days) · Other
- Mj Retirement to Cbiz Investment Advisory Services, LLCleft Aug 5, 2020, registered Oct 19, 2020 (75 days) · Other
- Cerity Partners Ocio LLC to Mj Retirementleft Mar 7, 2018, registered May 14, 2019 (433 days) · Other
- Meridian Investment Advisors, Inc. to Cerity Partners Ocio LLCleft May 1, 2012, registered Apr 24, 2012 (-7 days) · Other
Signals
- Peter Daniel Walkey left Oneamerica Securities, Inc. for Usi Advisors (registered 2024-04-08)May 25, 2023 · 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
- Institutional managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address