DP
Donald P. Peterson
BALEFIRE
DALLAS, TX 75254
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CRD#: 4402496
DP
Professional summary
Donald Pete Peterson JR, who also goes by Pete Peterson, is a registered financial advisor currently at BALEFIRE, LLC located in Dallas, Texas and INTEGRITY ALLIANCE, LLC. located in Dallas, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Donald has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pete Peterson
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.
1.BALEFIRE LLC RIA POSITION: Owner NATURE: Balefire RIA is used for all of our corporate 401(k) plan advisory services as well as my private wealth advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2025 ADDRESS: 14221 Dallas Parkway Suite 100, Dallas TX 75254, United States DESCRIPTION: Provide advisory services for qualified 401(k) and non-qualified deferred compensation plans. Also I provide investment management for private wealth advisory accounts. 2.LION STREET. Investment related. Located at 14221 Dallas Parkway, Dallas TX 75254. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 11/2021. 10 hours per month, all during trading hours. Duties - sales of Fixed/ Traditional insurance products. 3.BALEFIRE LLC INSURANCE SERVICES POSITION: Owner NATURE: We provide fixed insurance and non-securities insurance planning for private wealth clients INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2025 ADDRESS: 14221 Dallas Parkway Suite 100, Dallas TX 75254, United States DESCRIPTION: Provide life/LTC/DI insurance planning for clients
CRS (Client Relationship Summary) - RIA
Click below to view Donald Pete Peterson JR'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®
NoneExperience
Current
January 10, 2024 - Present
BALEFIRE, LLC
Office #1: 14221 Dallas Parkway Suite 100, Dallas, TX 75254RIA
CRD#: 168733
DALLAS, TX
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 14221 Dallas Parkway Suite 100, Dallas, TX 75254RIA
BD
CRD#: 139627
Dallas, TX
Past
November 21, 2024 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Dallas, TX
Past
June 10, 2022 - November 21, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
November 4, 2013 - December 31, 2023
BALEFIRE, LLC
RIA
CRD#: 168733
DALLAS, TX
Past
October 9, 2013 - June 29, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
September 30, 2013 - June 29, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
February 11, 2010 - October 2, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
DALLAS, TX
Past
February 10, 2010 - October 2, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
DALLAS, TX
Past
June 17, 2003 - February 3, 2010
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
SIOUX FALLS, SD
Past
June 20, 2001 - February 3, 2010
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
SIOUX FALLS, SD
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".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
IAR
California(1/10/2024)
IAR
Colorado(1/11/2024)
RR
Delaware(11/3/2025)
IAR
Iowa(1/12/2024)
RR
Iowa(11/3/2025)
IAR
Kansas(1/11/2024)
RR
Minnesota(11/3/2025)
RR
Missouri(11/3/2025)
RR
South Dakota(11/3/2025)
IAR
Texas(1/10/2024)
RR
Texas(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
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Contact information
Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,527 |
| AUM (Assets Under Management) | $ 1,236,940,085 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BALEFIRE, LLC
CRD#: 168733Dallas, TX 75254TRUST BUT VERIFY
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