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Peter J Deakos

Dearborn Partners L.L.C.

Edwardsville, IL

Chicago, IL

CRD 3175032

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Employer firm

Dearborn Partners L.l.c. CRD 108147

$2.74B regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • MODEL MANAGEMENT PROVIDER

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

Current Employers
Dearborn Partners L.L.C.

200 W Madison St Suite 1950, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-09-25
MO RA APPROVED 2018-09-25
  • IL RA
    APPROVED
    Since 2018-09-25
  • MO RA
    APPROVED
    Since 2018-09-25

Branch Locations

Edwardsville, IL • United States

200 W Madison St Suite 1950, Chicago, IL 60606 • 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
Wells Fargo Advisors, Llc St. Louis MO 05/2010 11/2016
Wells Fargo Advisors Financial Network Llc St. Louis MO 05/2010 11/2016
Hd Vest Investment Services St. Louis MO 07/2010 Present
Wells Fargo Clearing Services, Llc St. Louis MO 11/2016 04/2017
Wells Fargo Clearing Services, Llc St. Louis MO 11/2016 04/2017
Dearborn Partners, Llc Chicago IL 07/2018 Present
Quasar Distributors, Llc Milwaukee WI 07/2018 Present
  • 05/2010 → 11/2016
    Wells Fargo Advisors, Llc
    St. Louis, MO
  • 05/2010 → 11/2016
    Wells Fargo Advisors Financial Network Llc
    St. Louis, MO
  • 07/2010 → Present
    Hd Vest Investment Services
    St. Louis, MO
  • 11/2016 → 04/2017
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
  • 11/2016 → 04/2017
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
  • 07/2018 → Present
    Chicago, IL
  • 07/2018 → Present
    Quasar Distributors, Llc
    Milwaukee, WI
Other Businesses

St. Boniface Finance Council member, 9/2018. Approx. 1/hr/mo. O/hr/mo during trading trading hours. The Finance council reviews financial statements and conditions of parish/school and advises pastor.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-22
  • S63 Uniform Securities Agent State Law Examination
    2000-12-22
Designations
  • Chartered Financial Analyst
Other Names
  • Peter J Deakos
  • Peter Joseph Deakos

View on SEC IAPD

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