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Registered advisor
M•••••• P•••••••
Feed of 09/14/2026
Also filed as Matthew Scott Peterson
At current firm
6 y
since Apr 15, 2020
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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
- P•••• C•••••• F•••••••• mixed wealth currentsince Apr 15, 2020 · Overland Park, Ks
- C•••••••• G••••• M•••••• I••• BD affiliatedAug 27, 2018 to Mar 9, 2020 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• G••••• M•••••• I••• to P•••• C•••••• F••••••••left Mar 9, 2020, registered Apr 15, 2020 (37 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address