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.
Donald Pete Peterson
- Title
- Executive Director Corporate Solutionsreportedbalefirewealth.comfirm site, Sep 15, 2026
- Professional profile
- balefirewealth.com/team-members/pete-petersonreportedbalefirewealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Balefire, LLC independent RIA currentsince Jan 10, 2024 · Dallas, Tx
- Balefire, LLC independent RIANov 4, 2013 to Dec 31, 2023 · Dallas, Tx
- LPL Financial LLC BD affiliatedOct 9, 2013 to Jun 29, 2022 · Dallas, Tx
- Securian Financial Services, Inc. formerFeb 11, 2010 to Oct 2, 2013 · Dallas, Tx
- Principal Securities, Inc. BD affiliatedJun 17, 2003 to Feb 3, 2010 · Sioux Falls, Sd
- LPL Financial LLC to Balefire, LLCleft Jun 29, 2022, registered Nov 4, 2013 (-3159 days) · Other · moved with a team
- Securian Financial Services, Inc. to LPL Financial LLCleft Oct 2, 2013, registered Oct 9, 2013 (7 days) · Other
- Principal Securities, Inc. to Securian Financial Services, Inc.left Feb 3, 2010, registered Feb 11, 2010 (8 days) · Other
- Donald Pete Peterson left Lpl Financial Llc for Balefire, Llc (registered 2013-11-04)Jun 29, 2022 · Advisor changed firm · fact
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.
- 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