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
Peter Charles Yerger
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
1 y
since Jul 11, 2025
In the industry
15 y
since Jan 25, 2011 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Northeast Planning Associates, Inc. independent RIA currentsince Jul 11, 2025 · Bellefonte, Pa
- Pegasus Management Services L.L.C. state registeredJun 14, 2021 to Sep 3, 2021 · King Of Prussia, Pa
- Sowell Management independent RIAOct 8, 2020 to Jun 29, 2021 · King Of Prussia, Pa
- Wealthcare Capital Management LLC independent RIASep 12, 2018 to Feb 28, 2020 · West Chester, Pa
- Equitable Advisors, LLC national BDAug 31, 2017 to Sep 24, 2018 · Conshohocken, Pa
- Pnc Wealth Management BD affiliatedNov 22, 2016 to Aug 23, 2017 · Hatboro, Pa
- Mutual Of Omaha Investor Services, Inc. independent RIADec 15, 2015 to Oct 27, 2016 · Blue Bell, Pa
- M Holdings Securities, Inc. BD affiliatedJun 11, 2013 to Dec 20, 2013 · Berwyn, Pa
- Woodbury Financial Services, Inc. formerDec 3, 2012 to May 31, 2013 · Bryn Mawr, Pa
Moves
a registration end followed by a registration begin elsewhere
- Pegasus Management Services L.L.C. to Northeast Planning Associates, Inc.left Sep 3, 2021, registered Jul 11, 2025 (1407 days) · Other
- Sowell Management to Pegasus Management Services L.L.C.left Jun 29, 2021, registered Jun 14, 2021 (-15 days) · RIA to a state-registered adviser
- Wealthcare Capital Management LLC to Sowell Managementleft Feb 28, 2020, registered Oct 8, 2020 (223 days) · RIA to RIA
- Equitable Advisors, LLC to Wealthcare Capital Management LLCleft Sep 24, 2018, registered Sep 12, 2018 (-12 days) · Affiliated broker-dealer or bank to independent RIA
- Pnc Wealth Management to Equitable Advisors, LLCleft Aug 23, 2017, registered Aug 31, 2017 (8 days) · Other
- Mutual Of Omaha Investor Services, Inc. to Pnc Wealth Managementleft Oct 27, 2016, registered Nov 22, 2016 (26 days) · Other
- M Holdings Securities, Inc. to Mutual Of Omaha Investor Services, Inc.left Dec 20, 2013, registered Dec 15, 2015 (725 days) · Other
- Woodbury Financial Services, Inc. to M Holdings Securities, Inc.left May 31, 2013, registered Jun 11, 2013 (11 days) · Other
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address