AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PD

Peter R. Dorn

CAPE SECURITIES
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 1089858
PD

Professional summary


Peter Raymond Dorn, who also goes by Peter R Dorn, is a registered financial professional currently at CAPE SECURITIES INC. located in Mcdonough, Georgia.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1983. Peter has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter R Dorn

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) - BD


Click below to view Peter Raymond Dorn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

June 16, 2017 - Present

CAPE SECURITIES INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7072
Mcdonough, GA
Past

January 15, 2013 - June 7, 2017

WALL STREET STRATEGIES, INC.

BD
CRD#: 31268
WEST DES MOINES, IA
Past

April 3, 2012 - November 30, 2012

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
CASTLE ROCK, CO
Past

February 10, 2011 - April 13, 2012

AMERICAN ELITE RETIREMENT

RIA
CRD#: 152499
WEST DES MOINES, IA
Past

September 3, 2003 - December 31, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CLIVE, IA
Past

January 3, 2002 - September 3, 2003

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
WEST DES MOINES, IA
Past

August 7, 1992 - January 7, 2002

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

April 11, 1991 - August 18, 1992

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

June 1, 1987 - April 24, 1991

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

January 23, 1984 - June 5, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

March 1, 1983 - February 9, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/16/2017)
RR
California
(6/16/2017)
RR
Colorado
(1/3/2022)
RR
Florida
(6/16/2017)
RR
Indiana
(7/14/2017)
RR
Iowa
(6/19/2017)
RR
Minnesota
(10/17/2022)
RR
Montana
(3/28/2022)
RR
Nebraska
(5/27/2020)
RR
Texas
(6/16/2017)
RR
Utah
(8/21/2025)
RR
Wisconsin
(6/20/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/24/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 3/2/1983
Interest Rate Options Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CAPE SECURITIES INC.
CAPE SECURITIES INC.

CRD#: 7072 / SEC#: , 8-20747

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Phone number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

Disclosures


Regulatory Event2
Arbitration1

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


CAPE SECURITIES INC.

CRD#: 7072Mcdonough, GA 30253

TRUST BUT VERIFY

Monitor Peter Dorn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


JM
James McdonoughAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Redford, MI
HP
Harshavardhan PakhalAdvisorCheck Check Mark
BOFA SECURITIES, INC.
PR
NEW YORK, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics