Benjamin Ross Peters

Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Burton Enright Welch
  Walnut Creek, CA

Previous Registrations

• 2013-10-29 → 2016-06-22
  Napa Valley Wealth Management
  San Ramon, CA

Other Businesses

PICKMOTO, NOT INVESTMENT RELATED, NO PHYSICAL LOCATION. CO-FOUNDER. START DATE 01/2012, MOBILE APPLICATIONS 5 HRS/MO, NIGHTS AND WEEKENDS ONLY. DUTIES INCLUDE TASK MANAGEMENT, BUG-TRACKING, OUTREACH

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-28

Other Names

• Ben Ross Peters