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

Jenee C Peters

Naples Wealth Planningindependent RIATarpon Springs, FlIA-onlyIAPD 4729371

Feed of 09/14/2026

Also filed as Jenee C Kirchner

At current firm

0 y

since Nov 5, 2025

In the industry

22 y

since Mar 27, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Naples Wealth Planning independent RIA current
since Nov 5, 2025 · Tarpon Springs, Fl
Imprint Wealth LLC independent RIA
Jun 27, 2024 to Sep 30, 2024 · Naples, Fl
Imprint Wealth LLC independent RIA
Jul 21, 2023 to Jun 17, 2024 · Naples, Fl
Laidlaw Wealth Management LLC independent RIA
Dec 7, 2020 to Aug 4, 2023 · New York, Ny
Capitalrock Financial, LLC former
Jul 31, 2018 to Dec 31, 2020 · Trinity, Fl
Platinum Wealth Partners former
Jun 3, 2016 to Dec 11, 2017 · Tampa, Fl
Oppenheimer & Co. Inc. BD affiliated
Sep 1, 2010 to Jun 1, 2016 · Tampa, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 21, 2008 to Aug 26, 2010 · Clearwater, Fl
Wells Fargo Advisors wirehouse
Sep 16, 2004 to Nov 24, 2008 · Amherst Township, Oh

Moves

a registration end followed by a registration begin elsewhere

Imprint Wealth LLC to Naples Wealth Planning
left Sep 30, 2024, registered Nov 5, 2025 (401 days) · RIA to RIA · moved with a team
Laidlaw Wealth Management LLC to Imprint Wealth LLC
left Aug 4, 2023, registered Jul 21, 2023 (-14 days) · RIA to RIA · moved with a team
Capitalrock Financial, LLC to Laidlaw Wealth Management LLC
left Dec 31, 2020, registered Dec 7, 2020 (-24 days) · RIA to RIA · moved with a team
Platinum Wealth Partners to Capitalrock Financial, LLC
left Dec 11, 2017, registered Jul 31, 2018 (232 days) · Other · moved with a team
Oppenheimer & Co. Inc. to Platinum Wealth Partners
left Jun 1, 2016, registered Jun 3, 2016 (2 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Oppenheimer & Co. Inc.
left Aug 26, 2010, registered Sep 1, 2010 (6 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 24, 2008, registered Nov 21, 2008 (-3 days) · Wirehouse to wirehouse

Signals

Jenee C Peters left Imprint Wealth Llc for Naples Wealth Planning (registered 2025-11-05)
Sep 30, 2024 · Advisor changed firm · fact
Jenee C Peters left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-07-21)
Aug 4, 2023 · 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address