JENEE C PETERS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with NAPLES WEALTH PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NAPLES WEALTH PLANNING, LLC | 2025-11-05 | present | Yes |
| IMPRINT WEALTH LLC | 2024-06-27 | 2024-09-30 | — |
| IMPRINT WEALTH LLC | 2023-07-21 | 2024-06-17 | — |
| LAIDLAW WEALTH MANAGEMENT LLC | 2020-12-07 | 2023-08-04 | — |
| CAPITALROCK FINANCIAL, LLC | 2018-07-31 | 2020-12-31 | — |
| PLATINUM WEALTH PARTNERS | 2016-06-03 | 2017-12-11 | — |
| OPPENHEIMER & CO. INC. | 2010-09-01 | 2016-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-11-21 | 2010-08-26 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2004-09-16 | 2008-11-24 | — |