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 R Burnham

Diversify Wealth Management, LLCindependent RIAAshburn, Va IA-onlyIAPD 4273583

Certified Financial Planner

Feed of 09/14/2026

Also filed as Peter Robert Burnham

At current firm

1 y

since Dec 11, 2024

In the industry

25 y

since Dec 22, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Diversify Wealth Management, LLC independent RIA current
since Dec 11, 2024 · South Jordan, Ut
Diversify Advisory Services, LLC BD affiliated
Jan 2, 2024 to Mar 13, 2025 · Ashburn, Va
Dfpg Investments, LLC former
Dec 12, 2022 to Feb 8, 2024 · Sandy, Ut
Surevest Private Wealth former
Feb 7, 2020 to Dec 12, 2022 · Ashburn, Va
Surevest Wealth Management former
Mar 20, 2018 to Feb 7, 2020 · Ashburn, Va
Charles Schwab & Co., Inc. national BD
Oct 4, 2007 to Feb 9, 2018 · Washington, Dc
Ferris, Baker Watts, LLC unclassified
Jun 24, 2002 to Jul 25, 2007 · Rockville, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 9, 2001 to May 29, 2002 · Rockville, Md

Moves

a registration end followed by a registration begin elsewhere

Diversify Advisory Services, LLC to Diversify Wealth Management, LLC
left Mar 13, 2025, registered Dec 11, 2024 (-92 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Dfpg Investments, LLC to Diversify Advisory Services, LLC
left Feb 8, 2024, registered Jan 2, 2024 (-37 days) · RIA to affiliated broker-dealer or bank
Surevest Private Wealth to Dfpg Investments, LLC
left Dec 12, 2022, registered Dec 12, 2022 (0 days) · RIA to RIA · moved with a team
Surevest Wealth Management to Surevest Private Wealth
left Feb 7, 2020, registered Feb 7, 2020 (0 days) · RIA to RIA · moved with a team
Charles Schwab & Co., Inc. to Surevest Wealth Management
left Feb 9, 2018, registered Mar 20, 2018 (39 days) · Affiliated broker-dealer or bank to independent RIA
Ferris, Baker Watts, LLC to Charles Schwab & Co., Inc.
left Jul 25, 2007, registered Oct 4, 2007 (71 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Ferris, Baker Watts, LLC
left May 29, 2002, registered Jun 24, 2002 (26 days) · Other

Signals

Peter R Burnham left Diversify Advisory Services, Llc for Diversify Wealth Management, Llc (registered 2024-12-11)
Mar 13, 2025 · Advisor changed firm · fact
Peter R Burnham left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2024-01-02)
Feb 8, 2024 · Advisor changed firm · fact
Peter R Burnham left Surevest Private Wealth for Dfpg Investments, Llc (registered 2022-12-12)
Dec 12, 2022 · 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: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address