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Margaret Jane Pigg

Peterson Wealth Services Inc.

South Ogden, UT

CRD 6479452

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Employer firm

Peterson Wealth Services Inc. CRD 288620

$529M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Peterson Wealth Services Inc.

1523 East Skyline Drive Suite C, South Ogden, UT 84405 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-05-31
  • UT RA
    APPROVED
    Since 2024-05-31

Branch Locations

1523 East Skyline Drive Suite C, South Ogden, UT 84405 • 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
Raymond James Financial Services, Inc. South Ogden UT 08/2015 10/2020
Raymond James Financial Services Advisors Inc. South Ogden UT 10/2019 10/2020
Raymond James Financial Services, Inc. South Ogden UT 04/2015 10/2019
Peterson Wealth Services, Inc. South Ogden UT 04/2015 Present
Utah Divorce Planning Llc South Ogden UT 08/2016 Present
Not Working Layton UT 05/2023 04/2024
  • 08/2015 → 10/2020
    Raymond James Financial Services, Inc.
    South Ogden, UT
  • 10/2019 → 10/2020
    South Ogden, UT
  • 04/2015 → 10/2019
    Raymond James Financial Services, Inc.
    South Ogden, UT
  • 04/2015 → Present
    South Ogden, UT
  • 08/2016 → Present
    Utah Divorce Planning Llc
    South Ogden, UT
  • 05/2023 → 04/2024
    Not Working
    Layton, UT
Previous Registrations
Other Businesses

1)Name of Business : Utah Divorce Planning LLC Address: 1523 E. Skyline Drive Suite C,South Ogden, UT Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 08/26/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Relationship Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-29
S63 Uniform Securities Agent State Law Examination 2016-01-09
  • S66 Uniform Combined State Law Examination
    2019-10-29
  • S63 Uniform Securities Agent State Law Examination
    2016-01-09
Other Names
  • Maggie Smith
  • Margaret Jane Smith
  • Margaret J Smith

View on SEC IAPD

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