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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••• K•••• P•••••••
- Professional profile
- linkedin.com/in/brian-peterson-cfp%C2%AE-mba-26448b3reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- E•••••••• F•••••••• G•••• state registered currentsince Feb 3, 2021 · St. Paul, Mn
- S•••••••• F••••••••• I••• formerAug 6, 2014 to Dec 31, 2020 · White Bear Lake, Mn
- L•• F•••••••• L•• BD affiliatedJul 9, 2012 to Aug 4, 2014 · Lakeville, Mn
- S•••••••• F••••••••• I••• formerAug 13, 2010 to Jul 13, 2012 · Forest Lake, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDFeb 26, 2009 to Aug 11, 2010 · Lake Elmo, Mn
- S•••••••• F••••••••• I••• to E•••••••• F•••••••• G••••left Dec 31, 2020, registered Feb 3, 2021 (34 days) · Affiliated broker-dealer or bank to a state-registered adviser
- L•• F•••••••• L•• to S•••••••• F••••••••• I•••left Aug 4, 2014, registered Aug 6, 2014 (2 days) · Other
- S•••••••• F••••••••• I••• to L•• F•••••••• L••left Jul 13, 2012, registered Jul 9, 2012 (-4 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to S•••••••• F••••••••• I•••left Aug 11, 2010, registered Aug 13, 2010 (2 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address