# JAMES ROBERT PETERS

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PALOGIC VALUE MANAGEMENT, L.P.](https://search.stillhousedata.com/firm/155133) | 2022-05-03 | present | Yes |
| [PETERS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/172203) | 2014-09-22 | 2022-06-02 | — |
| [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | 2012-07-02 | 2014-09-19 | — |
| [FIRST ALLIED SECURITIES, INC.](https://search.stillhousedata.com/firm/32444) | 2005-04-08 | 2012-07-02 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 1998-10-28 | 2005-04-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3135650)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3135650.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.