DW
Daniel William Peterson
CRD 4527851
Certified Financial Planner
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Alamo Advisors, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Alamo Advisors, Lp
Limited Partner · 10% – 25% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗