Traci Lee Peterson

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial Llc
  Marshall, WI
• 05/2015 → Present
  Great Valley Advisor Group, Inc.
  Marshall, WI

Previous Registrations

• 2008-04-25 → 2015-04-28
  Edward Jones
  Columbus, WI
  Marshall, WI
  St Louis, MO

Other Businesses

1) 05/22/2015: BLOSSOM FINANCIAL - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 05/25/2015 - 30% OF TIME SPENT - INS TYEPS: FIXED ANNUITIES, LIFE, LONG-TERM CARE (2) 05/22/2015: BLOSSOM FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 05/25/2015 - 100% OF TIME SPENT (3) 06/30/2015: GREAT VALLEY ADVISOR GROUP, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - START 05/22/2015 - 50% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (4) 1/26/2023 - CROOKED OAK - Investment Related - Home Based - Real Estate Rental - Start Date - 02/01/2023 - 40 Hours Per Month/0 Hours During Securities Trading (5) 1/26/2023 - MARGROVE - Not Investment Related - Home Based - Other - BUILDING SPEC HOMES AND THEN SELLING THEM - Co-Owner - Start Date - 02/01/2023 - 40 Hours Per Month/0 Hours During Securities Trading 6) 05/23/2025 - CAMA PROPERTIES - Investment Related - Stoughton, Wi - Real Estate Rental - Start Date - 05/22/2025 - 15 Hours Per Month/0 Hours During Securities Trading 7. 08/15/2025 - J & J PROPERTIES LLC - Real Estate Rental - COTTAGE GROVE, WI - Inv Rel - Start date: 07/10/2025 - 5 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-04-23

Other Names

• Traci Lee Peterson
• Traci Lee Dutter
• Traci Lee Blossom