David Randall Peters

Current Employers

Employment History

• 10/2017 → 11/2021
  Carroll Financial Associates
  Charlotte, NC
• 04/2019 → Present
  David Peters Financial Group Inc
  Richmond, VA
• 11/2006 → Present
  Peters Tax Preparation & Consulting Pc
  Richmond, VA
• 06/2017 → 04/2019
  Winthrop University
  Rock Hill, SC
• 10/2016 → 05/2021
  Kaplan Professional & Test Prep
  Charlotte, NC
• 06/2020 → 05/2021
  Intuit Inc Dba Turbo Tax
  Mountain View, CA
• 01/2016 → 11/2021
  Cetera Advisor Networks
  El Segundo, CA
• 11/2021 → Present
  Cruice Financial Organization Or Cfo Capital Management
  Westport, CT
• 07/2023 → Present
  Peters Financial Llc
  Richmond, VA
• 06/2019 → Present
  Demystifying Finance, Llc
  Richmond, VA
• 07/2026 → Present
  Brightway Insurance, The Peters Agency
  Richmond, VA

Previous Registrations

• 2021-11-02 → 2023-10-04
  Cfo Capital Management, Llc
  Richmond, VA
• 2016-03-04 → 2021-11-01
  Carroll Financial Associates Inc
  Charlotte, NC
  Rock Hill, SC
  Richmond, VA

Other Businesses

-owner and an accountant of Peters Tax Preparation & Consulting PC -owner and a licensed insurance agent with David Peters Insurance Agency LLC -Peters Insurance Consulting, a firm that offers general consulting advice regarding insurance -Peters Professional Education, LLC. Peters Professional Education, LLC sells continuing education classes to financial professionals and sells financial education classes to small business owners -Peters Learning & Education, LLC. David Randall Peters teaches continuing education courses through Peters Learning & Education, LLC -Peters Employee Leasing, LLC, Demystifying Finance, LLC and Peters Marketing Services, LLC. Peters Employee Leasing, LLC is used for payroll. Demystifying Finance, LLC is a YouTube series related to basic financial advice. Peters Marketing Services, LLC has not activity to this date. -Peters Mortgage LLC; Owner; Non Investment Related; 1657 West Broad Street Unit 5 Richmond Virginia 23220; Description: Mortgage Loan Origination; Responsibilities: Originate mortgage loans for clients; Start date: 2024-12-02; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1. -Alaruna LLC; Location: 7303 Ricewell Rd Charlotte NC 28226 USA; Description of the business: Bookkeeping and small business consulting; Position Title: Owner of Peters Tax Preparation & Consulting PC (which will own 100% of Alaruna LLC); Responsibilities Duties: Consulting on tax and compliance issues related to small businesses.; Start date with business: 2026-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1; -David Randall Peters Insurance Agency, LLC d/b/a Brightway Insurance, The Peters Agency; Location: 2920 W Broad St., Office 229 Richmond VA 23230 US; Description of the business: David Randall Peters Insurance Agency, LLC d/b/a Brightway Insurance, The Peters Agency is an independent property and casualty (P&C) insurance agency. The agency offers personal and commercial P&C insurance products, including homeowners, auto, renters, flood, umbrella, and business insurance, through multiple insurance carriers. This outside business activity is limited to the solicitation and servicing of property and casualty insurance products; Position Title: Agency Owner; Start date with business: 2026-07-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 2;

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-19

Designations

Other Names

• David Peters