Jenee C. Peters

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CRD#: 4729371

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.

Jenee C Peters, who also goes by Jenee C Kirchner, Jenee Campana Peters, Jenee' Campana Peters, was a registered financial professional .

Jenee is a previously registered financial professional and started their career in finance in 2004. Jenee had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jenee C Kirchner | Jenee Campana Peters | Jenee' Campana Peters

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)THE PETERS GROUP, L.L.C. - General Partner - 10620 Pontofino Circle, Trinity, FL 34655 - Business Planning Purposes - Not investment-related - 02/21/2017 - Zero Hours 2)D&J LIMITED PARTNERSHIP - GENERAL PARTNER - NON-INVESTMENT RELATED - NATURE - ESTATE PLANNING PURPOSES - 10620 Pontofino Circle, Trinity, FL 34655 - START DATE - 08/09/2010 - ZERO HOURS 3)MARRIAGE MISTAKE, LLC - LIMITED PARTNER - INVESTMENT RELATED - NATURE - WEBSITE - 1220 FOX HILL DRIVE, GATES MILLS, OH 44040 - Start Date - 11/09/2008 - Zero Hours 4)INSURANCE SALE WITH VARIOUS INSURANCE COMPANIES - SAME LOCATION - NON-INVESTMENT RELATED - <5% OF TIME DEVOTED TO ACTIVITY. 5) TAMPA BAY BODY SCULPTING - INVESTMENT-RELATED - 6912 W. LINEBAUGH AVE, 101, TAMPA, FL 33625 - OWNER - 12/7/2016 - <5% OF TIME DEVOTED TO ACTIVITY. 6)FLORIDA BOARD OF NURSING - NOT INVESTMENT-RELATED - CONSUMER MEMBER - 4052 BALD CYPRESS WAY, BIN C-02, TALLAHASSEE, NON-U.S. 32399-3252 - BOARD MEMBER - 12/15/2022 - <5% OF TIME DEVOTED TO ACTIVITY - REVIEW LICENSING FOR NURSES IN THE STATE OF FLORIDA.

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

June 27, 2024 - September 30, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

July 21, 2023 - June 17, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

December 7, 2020 - August 4, 2023

LAIDLAW WEALTH MANAGEMENT LLC

RIA

CRD#: 150040

Trinity, FL

Past

July 31, 2018 - December 31, 2020

CAPITALROCK FINANCIAL, LLC

RIA

CRD#: 281234

Trinity, FL

Past

June 3, 2016 - December 11, 2017

PLATINUM WEALTH PARTNERS

RIA

CRD#: 145507

TAMPA, FL

Past

September 1, 2010 - June 1, 2016

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

TAMPA, FL

Past

August 16, 2010 - June 1, 2016

OPPENHEIMER & CO. INC.

CRD#: 249

TAMPA, FL

Past

November 21, 2008 - August 26, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NORTH OLMSTED, OH

Past

November 21, 2008 - August 26, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NORTH OLMSTED, OH

Past

September 16, 2004 - November 24, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTLAKE, OH

Past

February 16, 2004 - November 24, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WESTLAKE, OH

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".

IMPRINT WEALTH LLC

CRD#: 322130 / SEC#: 801-126084

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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

IAR

Series 65

Date: 9/15/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2004

General Securities Representative Examination

Current Firm

IMPRINT WEALTH LLC

CRD#: 322130 / SEC#: 801-126084

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

375 N Shelmore Blvd. Suite 2b, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 834-4853

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IMPRINT FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	373
AUM (Assets Under Management)	$ 107,185,956

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

Jenee C. Peters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IMPRINT WEALTH LLC

LAIDLAW WEALTH MANAGEMENT LLC

CAPITALROCK FINANCIAL, LLC

PLATINUM WEALTH PARTNERS

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

IMPRINT WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2004

Series 63

Date: 3/27/2004

SIE

Date: 6/1/2016

Series 7

Date: 2/13/2004

Current Firm

IMPRINT WEALTH LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPRINT WEALTH LLC

TRUST BUT VERIFY

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