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Steven Robert Peters

Raymond James & Associates, Inc.

Walnut Creek, CA

Boise, ID

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-08-18
TX RA APPROVED 2007-02-05
CA RA APPROVED 2006-12-11
  • ID RA
    APPROVED
    Since 2021-08-18
  • TX RA
    APPROVED
    Since 2007-02-05
  • CA RA
    APPROVED
    Since 2006-12-11

Branch Locations

2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States

Boise, ID • 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
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Walnut Creek CA 12/2006 08/2021
Raymond James & Associates Inc. Boise ID 08/2021 Present
Boise School District Boise ID 10/2025 Present
Previous Registrations
  • 1999-07-26 → 2006-12-06
    Morgan Stanley Dw Inc.
    Walnut Creek, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-07-08
  • S66 Uniform Combined State Law Examination
    1999-07-08
Other Names
  • Steve Peters
  • Steven R Peters
  • Steven Robert Peters
  • Steven R Peters

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
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