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RIA Intelligence
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Registered advisor
P•••• T••••• M••••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Pete T••••• M••••••••
At current firm
8 y
since Apr 16, 2018
In the industry
17 y
since Dec 23, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
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
- C••••••• P••••••• independent RIA currentsince Apr 16, 2018 · Overland Park, Ks
- A••••• A•• P••••••• S••••••• BD affiliatedJan 2, 2014 to Mar 18, 2018 · Bellevue, Wa
- B••••••• I••••••••• S•••••••• I••• ••••• formerJan 9, 2013 to Dec 19, 2013 · Portland, Or
- F••••• I••••••••• independent RIADec 3, 2012 to Dec 20, 2012 · Camas, Wa
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Dec 16, 2011 · Beaverton, Or
- W•••• F•••• I••••••••• L•• unclassifiedDec 24, 2008 to Jan 3, 2011 · Beaverton, Or
Moves
a registration end followed by a registration begin elsewhere
- A••••• A•• P••••••• S••••••• to C••••••• P•••••••left Mar 18, 2018, registered Apr 16, 2018 (29 days) · Other
- B••••••• I••••••••• S•••••••• I••• ••••• to A••••• A•• P••••••• S•••••••left Dec 19, 2013, registered Jan 2, 2014 (14 days) · Other
- F••••• I••••••••• to B••••••• I••••••••• S•••••••• I••• •••••left Dec 20, 2012, registered Jan 9, 2013 (20 days) · Other
- W•••• F•••• A••••••• to F••••• I•••••••••left Dec 16, 2011, registered Dec 3, 2012 (353 days) · Other
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address