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 Vincent Donohoe

Kestra Advisory Services, LLCBD affiliatedAustin, Tx dual registrantIAPD 2627978

Certified Financial Planner

Feed of 09/15/2026

Also filed as Peter Donohoe

At current firm

0 y

since Oct 1, 2025

In the industry

31 y

since Aug 23, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kestra Advisory Services, LLC BD affiliated current
since Oct 1, 2025 · Austin, Tx
Commonwealth Financial Network national BD
Aug 17, 2023 to Oct 2, 2025 · Westwood, Ma
LPL Financial LLC BD affiliated
Feb 6, 2017 to Sep 1, 2023 · Wellesley, Ma
Citizens Securities, Inc. BD affiliated
Jul 1, 2014 to Jan 27, 2017 · Boston, Ma
U.S. Financial Advisors former
Feb 15, 2005 to Mar 24, 2008 · Braintree, Ma

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Kestra Advisory Services, LLC
left Oct 2, 2025, registered Oct 1, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
LPL Financial LLC to Commonwealth Financial Network
left Sep 1, 2023, registered Aug 17, 2023 (-15 days) · Affiliated broker-dealer or bank to another
Citizens Securities, Inc. to LPL Financial LLC
left Jan 27, 2017, registered Feb 6, 2017 (10 days) · Other
U.S. Financial Advisors to Citizens Securities, Inc.
left Mar 24, 2008, registered Jul 1, 2014 (2290 days) · Other

Signals

Peter Vincent Donohoe left Commonwealth Financial Network for Kestra Advisory Services, Llc (registered 2025-10-01)
Oct 2, 2025 · Advisor changed firm · fact
Peter Vincent Donohoe left Lpl Financial Llc for Commonwealth Financial Network (registered 2023-08-17)
Sep 1, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address