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Kaden Verl Waters

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
UT RA APPROVED 2023-03-17
  • UT RA
    APPROVED
    Since 2023-03-17

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
Fidelity Brokerage Services, Llc American Fork UT 02/2015 Present
Fidelity Investments Lehi UT 02/2015 03/2023
Peterson Wealth Advisors Orem UT 03/2023 Present
Peterson Wealth Advisors, Llc Orem UT 03/2023 Present
  • 02/2015 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 02/2015 → 03/2023
    Fidelity Investments
    Lehi, UT
  • 03/2023 → Present
    Peterson Wealth Advisors
    Orem, UT
  • 03/2023 → Present
    Peterson Wealth Advisors, Llc
    Orem, UT
Previous Registrations
  • 2018-09-26 → 2023-02-28
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
S63 Uniform Securities Agent State Law Examination 2015-04-04
  • S66 Uniform Combined State Law Examination
    2018-09-07
  • S63 Uniform Securities Agent State Law Examination
    2015-04-04
Designations

View on SEC IAPD

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Taylor Barry Olsen
Jacob Prior Sybrowsky
JASON LEE MCMULLIN

Other Offices

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

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