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 Currie

LPL Financial LLCBD affiliatedClearwater, Fldual registrantIAPD 4305893

Feed of 09/14/2026

Also filed as Peter George Currie

At current firm

0 y

since Jun 17, 2026

In the industry

25 y

since Oct 6, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jun 17, 2026 · Clearwater, Fl
T. Rowe Price Associates, Inc. asset manager
Nov 17, 2021 to Mar 3, 2026 · Safety Harbor, Fl
Sagepoint Financial, Inc. former
Aug 23, 2019 to Sep 9, 2021 · St. Petersburg, Fl
Transamerica Financial Advisors, LLC BD affiliated
Mar 10, 2017 to Aug 9, 2019 · St Petersburg, Fl
Charles Schwab & Co., Inc. national BD
Oct 17, 2014 to Sep 28, 2015 · Indianapolis, In
Oneamerica Securities, Inc. BD affiliated
Jan 12, 2012 to Dec 21, 2013 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

T. Rowe Price Associates, Inc. to LPL Financial LLC
left Mar 3, 2026, registered Jun 17, 2026 (106 days) · Other
Sagepoint Financial, Inc. to T. Rowe Price Associates, Inc.
left Sep 9, 2021, registered Nov 17, 2021 (69 days) · Other
Transamerica Financial Advisors, LLC to Sagepoint Financial, Inc.
left Aug 9, 2019, registered Aug 23, 2019 (14 days) · Affiliated broker-dealer or bank to another
Charles Schwab & Co., Inc. to Transamerica Financial Advisors, LLC
left Sep 28, 2015, registered Mar 10, 2017 (529 days) · Other
Oneamerica Securities, Inc. to Charles Schwab & Co., Inc.
left Dec 21, 2013, registered Oct 17, 2014 (300 days) · Other

Signals

Peter Currie left T. Rowe Price Associates, Inc. for Lpl Financial Llc (registered 2026-06-17)
Mar 3, 2026 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address