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360 West 920 North, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 06/2016 | 10/2019 |
| First Financial Advisors Lc | Orem | UT | 11/2019 | 06/2020 |
| Peterson Wealth Advisors, Llc | Orem | UT | 06/2020 | Present |
Instructor; Investment related: No; Location: 1214 So 3750 East Provo Utah 84602; Responsibilities Duties: Mr Carson Johnson is an Instructor at Brigham Young University where he teaches a class about retirement. He receives less than $3,000 per year for teaching.; Start date: 2026-01-21; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-23 |
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