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PF

Peter M. Fuhlbrigge

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CRD#: 1023841
PF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Martin Fuhlbrigge, who also goes by Peter Martin Fuhlbridge, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1982. Peter had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Martin Fuhlbridge

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 13, 2018 - November 21, 2022

WORLD CHOICE SECURITIES, INC.

RIA
CRD#: 30933
Columbus, OH
Past

November 7, 2018 - November 21, 2022

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
Columbus, OH
Past

December 20, 2010 - December 6, 2018

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

RIA
CRD#: 134008
COLUMBUS, OH
Past

November 15, 2010 - December 6, 2018

CAPITAL CITY SECURITIES, LLC

BD
CRD#: 146001
COLUMBUS, OH
Past

January 2, 2009 - November 4, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
COLUMBUS, OH
Past

January 23, 2001 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
COLUMBUS, OH
Past

August 1, 2000 - November 4, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
COLUMBUS, OH
Past

January 5, 1996 - September 27, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

February 10, 1987 - December 31, 1995

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

June 29, 1985 - February 10, 1987

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
Past

June 12, 1984 - June 3, 1985

ERIE CAPITAL INVESTMENT CORPORATION

BD
CRD#: 10256
Past

February 5, 1983 - June 4, 1984

FIRST SECURITIES CORPORATION OF COLUMBUS

BD
CRD#: 7923
Past

January 5, 1982 - January 26, 1983

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/21/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/1983
General Securities Principal Examination

Current Firm


WC
WORLD CHOICE SECURITIES, INC.
PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.

CRD#: 30933 / SEC#: , 8-45235

Florida
Registered Investment Advisory firm - SEC (6/22/2005 Approved)
Ohio
Registered Investment Advisory firm - SEC (4/10/2018 Approved)
Texas
Registered Investment Advisory firm - SEC (1/1/1993 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235
Mailing Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235
Phone number
(614) 436-0231
Established
Texas since 09/10/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WCS FINANCIAL GROUP, INC.HOLDING COMPANY
CARGIN, ROBERT KENNETHCHIEF COMPLIANCE OFFICER1825995
CARGIN, ROBERT KENNETHPRESIDENT/SECRETARY/TREASURER/FINOP1825995

Regulatory assets under management


Total Number of Accounts45
AUM (Assets Under Management)$ 24,955,000

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLD CHOICE SECURITIES, INC.

CRD#: 30933

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