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

Sterling L. Peters

Some features on this profile are disabled
CRD#: 1317341
SP

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.

Sterling Lee Peters was a registered financial professional .

Sterling is a previously registered financial professional and started their career in finance in 1984. Sterling had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

November 25, 2014 - October 30, 2015

FINANCIAL WEST GROUP

RIA
CRD#: 16668
San Diego, CA
Past

November 24, 2014 - October 30, 2015

FINANCIAL WEST GROUP

BD
CRD#: 16668
San Diego, CA
Past

January 20, 2006 - November 21, 2014

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
SAN DIEGO, CA
Past

May 19, 1998 - November 21, 2014

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
SAN DIEGO, CA
Past

April 3, 1997 - June 1, 1998

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

May 18, 1988 - April 10, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

November 19, 1986 - May 19, 1988

JHM, INC.

BD
CRD#: 7113
Past

December 19, 1984 - November 20, 1986

M.L. STERN & CO., LLC.

BD
CRD#: 8327

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: 1/31/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FW
FINANCIAL WEST GROUP
FINANCIAL WEST GROUP | TORREYA CAPITAL, A DIVISION OF FINANCIAL WEST GROUP | REEDLAND CAPITAL PARTNERS, AN INSTITUTIONAL DIVISION OF FWG | PACIFIC ASSET GROUP, INC. | GELLER BIOPHARM - A HEALTH CARE INVESTMENT BANKING DIVISION FWG | FINANCIAL WEST INVESTMENT GROUP, INC. DBA FINANCIAL WEST GROUP | FINANCIAL WEST INVESTMENT GROUP, INC.

CRD#: 16668 / SEC#: 801-57393, 8-34448

BD
Cancelled by SEC on 09/28/2023
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
1330 Lander St., Reno, NV 89509
Mailing Address
Phone number
Established
California since 05/22/1985
Firm type
Corporation
Fiscal year end
September
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
PARADOX HOLDING, INC. A NEVADA CORPORATIONSHAREHOLDER
DOYLE, JACOB MICHAELVICE PRESIDENT6014279
HODGES, AL CLIFTONBOARD MEMBER6594701
VALENTINE, GENE CHARLESCHIEF COMPLIANCE OFFICER1079871
VALENTINE, GENE CHARLESCHAIRMAN/CEO/PRESIDENT1079871

Disclosures


Regulatory Event73
Arbitration7

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


FINANCIAL WEST GROUP

CRD#: 16668

TRUST BUT VERIFY

Monitor Sterling Peters

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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