PB
Peter Burkholder
I5EQUITY
San Francisco, CA 94111
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CRD#: 8020322
PB
Professional summary
Peter Burkholder is a registered financial professional currently at I5EQUITY located in San Francisco, California.
Peter is registered as a RR (Registered Representative) and started their career in finance in 2025. Peter has worked at 1 firm and has passed the Series 79TO and SIE 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 Burkholder'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
September 17, 2025 - Present
I5EQUITY
Office #1: 1700 Montgomery Street Suite 108, San Francisco, CA 94111BD
CRD#: 298949
San Francisco, CA
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
General Industry/Product Exam
RR
Series 79TO
Date: 6/23/2025
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
I5
I5EQUITY
GOLOMB SOLETI CAPITAL | I5EQUITY
CRD#: 298949 / SEC#: , 8-70216
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information
Main Address
1700 Montgomery Street Suite 108, San Francisco, CA 94111
Mailing Address
1700 Montgomery St Suite 108, San Francisco, CA 94111
Phone number
(650) 732-2223
Established
California since 06/22/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (13 States and Territories)
Red Flags
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