# Peter Alex Mallouk

Peter Alex Mallouk appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MASECO PRIVATE WEALTH](https://search.stillhousedata.com/firm/147686) | TRUSTEE | LONDON |
| 2025-12-26 | Form ADV | [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | PRESIDENT AND CEO | OVERLAND PARK, KS |
| 2026-01-21 | Form ADV | [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | TRUSTEE | NEWPORT BEACH, CA |
| 2026-01-13 | Form ADV | [BASELINE WEALTH MANAGEMENT LTD.](https://search.stillhousedata.com/firm/155526) | TRUSTEE | GENEVA |
| 2025-10-02 | Form ADV | [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | TRUSTEE | IRVING, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.