David Robert Petersen

Current Employers

Employment History

• 02/2010 → 11/2018
  Dishman & Petersen, Inc.
  Salt Lake City, UT
• 05/2005 → Present
  Raymond James Financial Services
  Woods Cross, UT
• 11/2005 → Present
  Deer Valley Resort
  Park City, UT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Woods Cross, UT
• 07/2011 → 09/2019
  Insurance-Non Variable
  Salt Lake City, UT
• 10/2015 → 06/2019
  Allegis Advisor Group
  Salt Lake City, UT
• 08/2018 → Present
  Vista Wealth, Llc
  Bountiful, UT
• 12/2011 → 06/2019
  Dpd Advisors, Inc.
  Salt Lake City, UT

Previous Registrations

• 2001-01-19 → 2005-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT

Other Businesses

(1) Name of Business: Deer Valley Resort Address: Deer Valley Dr, Park City, UT, 84060, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 11/26/2005 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2) Name of Business: Vista Wealth, LLC Address: 563 W 500 S Ste 215, Bountiful, UT, 84010, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/03/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member and sole owner, I use this company as my business for tax purposes. All Raymond James income flows to this company in a Raymond James company account. The account is used to pay expenses and income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-05
• S63 Uniform Securities Agent State Law Examination
  1996-10-07