Peter M. Camejo

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CRD#: 1297287

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 Miguel Camejo, who also goes by Peter M Camejo, was a registered financial advisor .

Peter is a previously registered financial advisor and started their career in finance in 1984. Peter had worked at 7 firms and has passed the Series 63, Series 3, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter M Camejo

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

April 2, 2008 - September 23, 2008

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

RIA

CRD#: 144601

OAKLAND, CA

Past

March 20, 2008 - September 23, 2008

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155

CORAL GABLES, FL

Past

November 1, 2006 - November 4, 2009

EQIS SECURITIES, LLC

RIA

CRD#: 20633

OAKLAND, CA

Past

June 10, 1999 - March 14, 2008

FINANCIAL WEST GROUP

RIA

CRD#: 16668

OAKLAND, CA

Past

May 20, 1999 - March 14, 2008

FINANCIAL WEST GROUP

CRD#: 16668

OAKLAND, CA

Past

April 28, 1992 - December 2, 1992

SPECTRUM SECURITIES, INC.

CRD#: 29305

AROURA HILLS, CA

Past

October 23, 1987 - November 4, 2009

EQIS SECURITIES, LLC

CRD#: 20633

OAKLAND, CA

Past

May 19, 1986 - October 5, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

September 25, 1984 - June 2, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD#: 144601 / SEC#: 801-111808

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

Arizona

Registered Investment Advisory firm - (10/6/2017 Terminated)

California

Registered Investment Advisory firm - (11/5/2017 Terminated)

Colorado

Registered Investment Advisory firm - (10/13/2017 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2017 Terminated)

Kentucky

Registered Investment Advisory firm - (10/12/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (1/2/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (10/20/2017 Terminated)

New York

Registered Investment Advisory firm - (10/6/2017 Terminated)

North Carolina

Registered Investment Advisory firm - (10/6/2017 Terminated)

Oregon

Registered Investment Advisory firm - (11/7/2017 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/10/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - (10/6/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/31/1985

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 11/25/1987

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/17/1987

General Securities Principal Examination

Current Firm

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD#: 144601 / SEC#: 801-111808

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

Arizona

Registered Investment Advisory firm - (10/6/2017 Terminated)

California

Registered Investment Advisory firm - (11/5/2017 Terminated)

Colorado

Registered Investment Advisory firm - (10/13/2017 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2017 Terminated)

Kentucky

Registered Investment Advisory firm - (10/12/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (1/2/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (10/20/2017 Terminated)

New York

Registered Investment Advisory firm - (10/6/2017 Terminated)

North Carolina

Registered Investment Advisory firm - (10/6/2017 Terminated)

Oregon

Registered Investment Advisory firm - (11/7/2017 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/10/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - (10/6/2017 Terminated)

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Contact information

Main Address

4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146

Mailing Address

Phone number

(305) 372-0299

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A WRAP FEE BROCHURE (11/15/2024)

PART 2A BROCHURE (11/15/2024)

Regulatory assets under management

Total Number of Accounts	362
AUM (Assets Under Management)	$ 115,963,278

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.

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Advisor Monitoring

Firm Stability Insights

Peter M. Camejo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PORTFOLIO RESOURCES GROUP, INC.

EQIS SECURITIES, LLC

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

SPECTRUM SECURITIES, INC.

EQIS SECURITIES, LLC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1984

Series 3

Date: 10/31/1985

Series 7

Date: 9/15/1984

Series 4

Date: 11/25/1987

Series 24

Date: 9/17/1987

Current Firm

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

TRUST BUT VERIFY

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