Peter G. Bobolia

ORIGIN INVESTMENT ADVISORY LLC

JUPITER, FL

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CRD#: 4552160

Professional summary

Peter Gregg Bobolia, CFP®, who also goes by Peter Gregg Bobolia, Peter Bobolia, is a registered financial advisor currently at ORIGIN INVESTMENT ADVISORY LLC located in Jupiter, Florida and DESTINY CAPITAL CORPORATION located in Jupiter, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Peter has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Gregg Bobolia | Peter Bobolia

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.

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 10 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Gregg Bobolia'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 24, 2022 - Present

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

JUPITER, FL

Current

June 23, 2025 - Present

DESTINY CAPITAL CORPORATION

RIA

CRD#: 111196

JUPITER, FL

Past

July 29, 2021 - June 4, 2025

FAMILY FIRST FINANCIAL PLANNING

RIA

CRD#: 131254

STUART, FL

Past

December 12, 2018 - October 28, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PALM BEACH GARDENS, FL

Past

September 20, 2018 - October 28, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

PALM BEACH GARDENS, FL

Past

June 26, 2018 - September 21, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH GARDENS, FL

Past

June 17, 2005 - June 19, 2006

DAVID M POLEN SECURITIES, LLC

CRD#: 7939

BOCA RATON, FL

Past

May 20, 2004 - March 25, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 23, 2004 - April 2, 2004

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 1, 2004 - March 19, 2004

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

DESTINY CAPITAL CORPORATION

DESTINY CAPITAL | ENTREPRENEUR ALIGNED | DESTINY CAPITAL CORPORATION | DESTINY CAPITAL CORP

CRD#: 111196 / SEC#: 801-33822

RIA

Registered Investment Advisory firm - (2/10/1989 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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/24/2022)

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

IAR

Series 66

Date: 11/29/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2018

General Securities Representative Examination

Current Firm

DESTINY CAPITAL CORPORATION

DESTINY CAPITAL | ENTREPRENEUR ALIGNED | DESTINY CAPITAL CORPORATION | DESTINY CAPITAL CORP

CRD#: 111196 / SEC#: 801-33822

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

1800 Wazee Street Suite 300, Denver, CO 80202

Mailing Address

Phone number

(720) 715-7570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts	756
AUM (Assets Under Management)	$ 333,286,347

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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Firm Stability Insights

Peter G. Bobolia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Gregg Bobolia's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESTINY CAPITAL CORPORATION

FAMILY FIRST FINANCIAL PLANNING

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DAVID M POLEN SECURITIES, LLC

MORGAN STANLEY DW INC.

SECURITIES AMERICA, INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

DESTINY CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2018

Current Firm

DESTINY CAPITAL CORPORATION

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY CAPITAL CORPORATION

TRUST BUT VERIFY

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