Peter Gregg Bobolia
Investment adviser representative at Origin Investment Advisory LLC
20 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$34.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Destiny Capital CorporationJun 2025 to now
- Origin Investment Advisory LLCJan 2022 to now
- Origin FinancialDec 2021 to Jun 2025
- Family First Financial PlanningJul 2021 to Jun 2025
- Symmetry Financial GroupJan 2020 to Jun 2021
- JPMorgan Chase Bank, N.A.Sep 2018 to Oct 2019
- JPMorgan Securities, LLC.Sep 2018 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 to Sep 2018
- Northern Trust Investments IncJun 2006 to Dec 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Origin Investment Advisory LLC
$34.7MAssets managed
7,591Clients
15Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4552160
- Firm CRD
- 305353