Peter Alex Mallouk appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Peter Alex Mallouk appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MASECO PRIVATE WEALTH | TRUSTEE | LONDON |
| 2025-12-26 | Form ADV | CREATIVE PLANNING, LLC | PRESIDENT AND CEO | OVERLAND PARK, KS |
| 2026-01-21 | Form ADV | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | TRUSTEE | NEWPORT BEACH, CA |
| 2026-01-13 | Form ADV | BASELINE WEALTH MANAGEMENT LTD. | TRUSTEE | GENEVA |
| 2025-10-02 | Form ADV | UNITED CAPITAL FINANCIAL ADVISORS, LLC | TRUSTEE | IRVING, TX |