PW
Peter J. Wehle
CARILLON FUND DISTRIBUTORS
St. Petersburg, FL 33716
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CRD#: 3136022
PW
Professional summary
Peter Jacob Wehle, CIMA® is a registered financial professional currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1998. Peter has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 31 and Series 7 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Peter Jacob Wehle's 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®
Experience
Current
February 4, 2008 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716BD
CRD#: 139749
St. Petersburg, FL
Past
September 13, 2004 - November 8, 2007
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ST. PETERSBURG, FL
Past
September 13, 1999 - November 8, 2007
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
December 16, 1998 - July 27, 1999
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
Alabama(7/6/2017)
RR
Alaska(11/11/2021)
RR
Arizona(9/23/2020)
RR
Arkansas(11/11/2021)
RR
California(9/23/2020)
RR
Colorado(9/23/2020)
RR
Connecticut(3/2/2022)
RR
Delaware(11/11/2021)
RR
District of Columbia(11/11/2021)
RR
Florida(2/4/2008)
RR
Georgia(7/6/2017)
RR
Hawaii(9/23/2020)
RR
Idaho(11/11/2021)
RR
Illinois(11/11/2021)
RR
Indiana(7/6/2017)
RR
Iowa(11/11/2021)
RR
Kansas(9/23/2020)
RR
Kentucky(11/11/2021)
RR
Louisiana(7/6/2017)
RR
Maine(3/2/2022)
RR
Maryland(11/11/2021)
RR
Massachusetts(3/2/2022)
RR
Michigan(7/6/2017)
RR
Minnesota(11/11/2021)
RR
Mississippi(7/6/2017)
RR
Missouri(9/23/2020)
RR
Montana(11/11/2021)
RR
Nebraska(9/23/2020)
RR
Nevada(9/23/2020)
RR
New Hampshire(3/2/2022)
RR
New Jersey(3/2/2022)
RR
New Mexico(9/23/2020)
RR
New York(3/2/2022)
RR
North Carolina(11/11/2021)
RR
North Dakota(11/11/2021)
RR
Ohio(3/2/2022)
RR
Oklahoma(1/4/2019)
RR
Oregon(11/11/2021)
RR
Pennsylvania(3/2/2022)
RR
Puerto Rico(11/18/2008)
RR
Rhode Island(3/2/2022)
RR
South Carolina(11/11/2021)
RR
South Dakota(11/11/2021)
RR
Tennessee(11/11/2021)
RR
Texas(6/9/2010)
RR
Utah(9/23/2020)
RR
Virgin Islands(11/18/2008)
RR
Virginia(11/11/2021)
RR
Washington(11/11/2021)
RR
West Virginia(11/11/2021)
RR
Wisconsin(11/11/2021)
RR
Wyoming(11/11/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/4/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CARILLON FUND DISTRIBUTORS, INC.
CARILLON FUND DISTRIBUTORS, INC. | HERITAGE FUND DISTRIBUTORS INC. | EAGLE FUND DISTRIBUTORS, INC.
CRD#: 139749 / SEC#: , 8-67244
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Phone number
(727) 567-8143
Established
Florida since 05/12/2005
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EAGLE ASSET MANAGEMENT INC | PARENT COMPANY | 110653 |
| EDWARDS, CHARLES MICHAEL | DIRECTOR | 5342028 |
| GEORGIEV, TSVETELINA ELKOVA | CCO | 5130225 |
| GERVAIS, BRYAN L | CFO, PRINCIPAL FINANCIAL OFFICER / FINOP, DIRECTOR | 5286391 |
| LILLIAN, JORDAN ALEXANDER | CEO, PRESIDENT, DIRECTOR | 5444726 |
| SOUSA, DAMIAN DANIEL | DIRECTOR | 2061882 |
| WALZER, SUSAN LAVELLE | DIRECTOR | 2976646 |
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
CARILLON FUND DISTRIBUTORS, INC.
CRD#: 139749St. Petersburg, FL 33716TRUST BUT VERIFY
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