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

Anthony Jose Calderon

Peak Financial Planningindependent RIAPhoenix, Az IA-onlyIAPD 6794612

Certified Financial Planner

Feed of 09/15/2026

Also filed as Anthony J Calderon

At current firm

0 y

since Jul 30, 2026

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Peak Financial Planning independent RIA current
since Jul 30, 2026 · Canoga Park, Ca
Orion Portfolio Solutions, LLC BD affiliated
Jun 28, 2024 to Jan 2, 2025 · Omaha, Ne
Trajan Wealth, L.L.C. independent RIA
Nov 9, 2023 to Jun 21, 2024 · Scottsdale, Az
Versant Capital Management, Inc. independent RIA
Nov 1, 2021 to Oct 24, 2023 · Phoenix, Az
Cwm, LLC BD affiliated
Jan 7, 2021 to Oct 5, 2021 · Las Cruces, Nm
Charles Schwab & Co., Inc. national BD
Dec 6, 2018 to Sep 18, 2020 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Orion Portfolio Solutions, LLC to Peak Financial Planning
left Jan 2, 2025, registered Jul 30, 2026 (574 days) · Affiliated broker-dealer or bank to independent RIA
Trajan Wealth, L.L.C. to Orion Portfolio Solutions, LLC
left Jun 21, 2024, registered Jun 28, 2024 (7 days) · RIA to affiliated broker-dealer or bank
Versant Capital Management, Inc. to Trajan Wealth, L.L.C.
left Oct 24, 2023, registered Nov 9, 2023 (16 days) · RIA to RIA
Cwm, LLC to Versant Capital Management, Inc.
left Oct 5, 2021, registered Nov 1, 2021 (27 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Cwm, LLC
left Sep 18, 2020, registered Jan 7, 2021 (111 days) · Affiliated broker-dealer or bank to another

Signals

Anthony Jose Calderon added a AZ registration at Peak Financial Planning
Sep 14, 2026 · New state registration · fact
Anthony Jose Calderon left Orion Portfolio Solutions, Llc for Peak Financial Planning (registered 2026-07-30)
Jan 2, 2025 · Advisor changed firm · fact
Anthony Jose Calderon left Trajan Wealth, L.L.C. for Orion Portfolio Solutions, Llc (registered 2024-06-28)
Jun 21, 2024 · Advisor changed firm · fact
Anthony Jose Calderon left Versant Capital Management, Inc. for Trajan Wealth, L.L.C. (registered 2023-11-09)
Oct 24, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address