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

John Peter Bamberger

Bankers Life Advisory Services, Inc.BD affiliatedChicago, Il dual registrantIAPD 4339068

Feed of 09/15/2026

Also filed as John P. Bamberger

At current firm

10 y

since Jul 5, 2016

In the industry

25 y

since Mar 17, 2001 (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

Bankers Life Advisory Services, Inc. BD affiliated current
since Jul 5, 2016 · Erie, Pa
Peak Securities Corporation unclassified
Jan 16, 2008 to Nov 12, 2009 · Erie, Pa
Uvest Financial Services Group, Inc. unclassified
Nov 6, 2006 to Jul 25, 2007 · Erie, Pa
Invest Financial Corporation former
Jun 1, 2006 to Jul 13, 2006 · Erie, Pa
Pnc Wealth Management BD affiliated
Jan 1, 2004 to Mar 6, 2006 · Mckean, Pa
J.J.B. Hilliard, W.L. Lyons, LLC former
May 30, 2003 to Jan 1, 2004 · Erie, Pa

Moves

a registration end followed by a registration begin elsewhere

Peak Securities Corporation to Bankers Life Advisory Services, Inc.
left Nov 12, 2009, registered Jul 5, 2016 (2427 days) · Other
Uvest Financial Services Group, Inc. to Peak Securities Corporation
left Jul 25, 2007, registered Jan 16, 2008 (175 days) · Other
Invest Financial Corporation to Uvest Financial Services Group, Inc.
left Jul 13, 2006, registered Nov 6, 2006 (116 days) · Other
Pnc Wealth Management to Invest Financial Corporation
left Mar 6, 2006, registered Jun 1, 2006 (87 days) · Other
J.J.B. Hilliard, W.L. Lyons, LLC to Pnc Wealth Management
left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

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