Jenee C Peters

Current Employers

Naples Wealth Planning

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-11-10
FL	RA	APPROVED	2025-11-05

OH RA
APPROVED

Since 2025-11-10
FL RA
APPROVED

Since 2025-11-05

Branch Locations

Tarpon Springs, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Platinum Wealth Partners	Tampa	FL	05/2016	12/2017
Capitalrock Financial, Llc D/B/A Naples Wealth Planning	Naples	FL	12/2017	10/2020
Laidlaw Wealth Management, Llc D/B/A Naples Wealth Planning	Naples	FL	10/2020	07/2023
Imprint Wealth Llc Dba Naples Wealth Planning	Naples	FL	07/2023	Present

05/2016 → 12/2017

Platinum Wealth Partners

Tampa, FL
12/2017 → 10/2020

Capitalrock Financial, Llc D/B/A Naples Wealth Planning

Naples, FL
10/2020 → 07/2023

Laidlaw Wealth Management, Llc D/B/A Naples Wealth Planning

Naples, FL
07/2023 → Present

Imprint Wealth Llc Dba Naples Wealth Planning

Naples, FL

Previous Registrations

2024-06-27 → 2024-09-30

Imprint Wealth Llc

Naples, FL

Mount Pleasant, SC
2023-07-21 → 2024-06-17

Imprint Wealth Llc

Naples, FL

Mount Pleasant, SC
2020-12-07 → 2023-08-04

Laidlaw Wealth Management Llc

New York, NY

Trinity, FL
2018-07-31 → 2020-12-31

Capitalrock Financial, Llc

Trinity, FL
2016-06-03 → 2017-12-11

Platinum Wealth Partners

Tampa, FL
2010-09-01 → 2016-06-01

Oppenheimer & Co. Inc.

Tampa, FL
2008-11-21 → 2010-08-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clearwater, FL

North Olmsted, OH
2004-09-16 → 2008-11-24

Wells Fargo Clearing Services, Llc

Amherst Township, OH

Amherst Township, OH

Amherst Township, OH

Westlake, OH

Other Businesses

1)THE PETERS GROUP, L.L.C. - General Partner - 10620 Pontofino Circle, Trinity, FL 34655 - Business Planning Purposes - Not investment-related - 02/21/2017 - Zero Hours 2)D&J LIMITED PARTNERSHIP - GENERAL PARTNER - NON-INVESTMENT RELATED - NATURE - ESTATE PLANNING PURPOSES - 10620 Pontofino Circle, Trinity, FL 34655 - START DATE - 08/09/2010 - ZERO HOURS 3)MARRIAGE MISTAKE, LLC - LIMITED PARTNER - INVESTMENT RELATED - NATURE - WEBSITE - 1220 FOX HILL DRIVE, GATES MILLS, OH 44040 - Start Date - 11/09/2008 - Zero Hours 4)INSURANCE SALE WITH VARIOUS INSURANCE COMPANIES - SAME LOCATION - NON-INVESTMENT RELATED - <5% OF TIME DEVOTED TO ACTIVITY. 5) TAMPA BAY BODY SCULPTING - INVESTMENT-RELATED - 6912 W. LINEBAUGH AVE, 101, TAMPA, FL 33625 - OWNER - 12/7/2016 - <5% OF TIME DEVOTED TO ACTIVITY. 6)FLORIDA BOARD OF NURSING - NOT INVESTMENT-RELATED - CONSUMER MEMBER - 4052 BALD CYPRESS WAY, BIN C-02, TALLAHASSEE, NON-U.S. 32399-3252 - BOARD MEMBER - 12/15/2022 - <5% OF TIME DEVOTED TO ACTIVITY - REVIEW LICENSING FOR NURSES IN THE STATE OF FLORIDA.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-09-15
S63	Uniform Securities Agent State Law Examination	2004-03-27

S65 Uniform Investment Adviser Law Examination

2004-09-15
S63 Uniform Securities Agent State Law Examination

2004-03-27

Other Names

Jenee C Kirchner
Jenee C Kirchner
Jenee Campana Peters
Jenee' Campana Peters

View on SEC IAPD