# JENEE C PETERS

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NAPLES WEALTH PLANNING, LLC](https://search.stillhousedata.com/firm/330316) | 2025-11-05 | present | Yes |
| [IMPRINT WEALTH LLC](https://search.stillhousedata.com/firm/322130) | 2024-06-27 | 2024-09-30 | — |
| [IMPRINT WEALTH LLC](https://search.stillhousedata.com/firm/322130) | 2023-07-21 | 2024-06-17 | — |
| [LAIDLAW WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/150040) | 2020-12-07 | 2023-08-04 | — |
| [CAPITALROCK FINANCIAL, LLC](https://search.stillhousedata.com/firm/281234) | 2018-07-31 | 2020-12-31 | — |
| [PLATINUM WEALTH PARTNERS](https://search.stillhousedata.com/firm/145507) | 2016-06-03 | 2017-12-11 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2010-09-01 | 2016-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-11-21 | 2010-08-26 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2004-09-16 | 2008-11-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4729371)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4729371.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.