JAMES ROBERT PETERS is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with PALOGIC VALUE MANAGEMENT, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| PALOGIC VALUE MANAGEMENT, L.P. | 2022-05-03 | present | Yes |
| PETERS WEALTH MANAGEMENT, LLC | 2014-09-22 | 2022-06-02 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2012-07-02 | 2014-09-19 | — |
| FIRST ALLIED SECURITIES, INC. | 2005-04-08 | 2012-07-02 | — |
| EQUITABLE ADVISORS, LLC | 1998-10-28 | 2005-04-19 | — |