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3390 Asbury Road, Dubuque, IA 52002-2801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-08-14 |
| SD | RA | APPROVED | 2016-03-24 |
Branch Locations
222 S. Gillette Ave, Ste 700, Gillette, WY 82716 • United States
909 St. Joseph Street Suite 101, Rapid City, SD 57701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casey Peterson & Associates | Gillette | WY | 12/2011 | Present |
| Casey Peterson & Associates | Rapid City | SD | 03/1996 | Present |
Casey Peterson & Associates, LTD, 909 St. Joseph Street, Suite 101, Rapid City, SD, 57701, branch office location: 612 S. Douglas Highway, Gillette, WY 82716. Business is a CPA office and not investment related. Cheryl is a shareholder in the firm and the manager of the Gillette Wyoming office. She has worked with the firm since 1996. She works 12 months a years and approx. 2300 hours per year and 8 hours a day, generally during security trading hours. She manages the staff in the Gillette office. She meets with clients to prepare tax returns and is the audit partner over the employee benefit plan audit practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-21 |
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