DFX Intelligence
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D•••••• S•••••• P•••••••
As of · the IAPD feed; also filed as D••• P•••••••
- At current firm
- 5 y
- In the industry
- 34 y
- Prior registered firms
- 1
- Signals
- 1
since Jul 15, 2021
As of · the IAPD feed; also filed as D••• P•••••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedpetersenwealthmanagement.comfirm site, Sep 17, 2026
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Registration history
IAPD current and previous registrations
- A••••• • P••••••• F••••••••• L•• independent RIA currentsince Jul 15, 2021 · Fort Pierce, Fl
- C••••••••• F•••••••• N•••••• national BDMar 3, 2025 to Jun 2, 2025 · Niverville, Ny
Moves
a registration end followed by a registration begin elsewhere
- C••••••••• F•••••••• N•••••• to no registered destinationleft Jun 2, 2025 · Departure, no registered destination
Signals
- ••• LockedJun 2, 2025 · Advisor departure · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address