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Jeffrey Dean Lindsay

Peterson Wealth Advisors, LLC

Orem, UT

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Current Employers
Peterson Wealth Advisors, Llc

360 West 920 North, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-26
UT RA APPROVED 2013-03-21
  • TX RA
    APPROVED
    Since 2021-05-26
  • UT RA
    APPROVED
    Since 2013-03-21

Branch Locations

360 West 920 North, Orem, UT 84057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peterson Wealth Advisors, Llc Orem UT 01/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-30
S63 Uniform Securities Agent State Law Examination 2007-03-01
  • S65 Uniform Investment Adviser Law Examination
    2012-06-30
  • S63 Uniform Securities Agent State Law Examination
    2007-03-01
Designations

View on SEC IAPD

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Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
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DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
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