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
Mark William Petro
Feed of 09/14/2026
At current firm
13 y
since Apr 29, 2013
In the industry
25 y
since Mar 23, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Trustmont Advisory Group, Inc. BD affiliated currentsince Sep 9, 2026 · Greensburg, Pa
- Lakeland Investor Services, Inc. state registered currentsince Apr 29, 2013 · Conneaut Lake, Pa
- Trustmont Advisory Group, Inc. BD affiliatedNov 2, 2009 to Jun 4, 2013 · Greensburg, Pa
- Independent Advisers Group Corp formerAug 4, 2003 to Nov 3, 2009 · Conneaut Lake, Pa
- Investacorp Advisory Services Inc formerJun 13, 2002 to Jul 22, 2003 · Conneaut Lake, Pa
Moves
a registration end followed by a registration begin elsewhere
- Trustmont Advisory Group, Inc. to Lakeland Investor Services, Inc.left Jun 4, 2013, registered Apr 29, 2013 (-36 days) · Other
- Independent Advisers Group Corp to Trustmont Advisory Group, Inc.left Nov 3, 2009, registered Nov 2, 2009 (-1 days) · Other
- Investacorp Advisory Services Inc to Independent Advisers Group Corpleft Jul 22, 2003, registered Aug 4, 2003 (13 days) · Other
Signals
No dated event on this person.
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