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Andrew T Peters

Goldstein Advisors, LLC

Madison, WI

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Current Employers
Goldstein Advisors, Llc

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-06
  • WI RA
    APPROVED
    Since 2022-10-06

Branch Locations

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arbor Point Advisors Middleton WI 02/2022 10/2022
Voyos Development Group, Llc Middleton WI 12/2016 02/2022
Trident Contract Management, Llc Madison WI 05/2012 11/2016
Goldstein Advisors, Llc Madison WI 10/2022 Present
  • 02/2022 → 10/2022
    Arbor Point Advisors
    Middleton, WI
  • 12/2016 → 02/2022
    Voyos Development Group, Llc
    Middleton, WI
  • 05/2012 → 11/2016
    Trident Contract Management, Llc
    Madison, WI
  • 10/2022 → Present
    Goldstein Advisors, Llc
    Madison, WI
Previous Registrations
  • 2022-02-16 → 2022-12-01
    Arbor Point Advisors
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-01-07
Other Names
  • Andrew Thomas Peters

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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