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
Kade Douglas Peterson
Feed of 09/14/2026
Also filed as Kade Peterson
At current firm
0 y
since Nov 18, 2025
In the industry
14 y
since Jun 1, 2012 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Foguth Wealth Management, LLC. independent RIA currentsince Nov 18, 2025 · Scottsdale, Az
- Equitable Advisors, LLC national BDOct 5, 2023 to Nov 5, 2024 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Equitable Advisors, LLC to Foguth Wealth Management, LLC.left Nov 5, 2024, registered Nov 18, 2025 (378 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Kade Douglas Peterson left Equitable Advisors, Llc for Foguth Wealth Management, Llc. (registered 2025-11-18)Nov 5, 2024 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address