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1523 East Skyline Drive Suite C, South Ogden, UT 84405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-06-07 |
| TX | RA | APPROVED | 2022-06-06 |
Branch Locations
1523 East Skyline Drive Suite C, South Ogden, UT 84405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Value | Morgan | UT | 05/2016 | 02/2018 |
| Taggarts | Morgan | UT | 05/2018 | 08/2018 |
| Olive Garden | St George | UT | 08/2018 | 04/2019 |
| Utah Divorce Planning | South Ogden | UT | 04/2020 | Present |
| Peterson Wealth Services | South Ogden | UT | 04/2020 | Present |
| Peterson Wealth Services, Inc. | South Ogden | UT | 07/2021 | Present |
| Unemployed | South Ogden | UT | 05/2019 | 03/2020 |
| Unemployed | Morgan | UT | 03/2018 | 04/2018 |
1 -AUTHOR, SPEEDHORSE MAGAZINE. PROVIDES MONTHLY ARTICLES. TIME SPENT= 2 HOURS, NON-TRADING/ PER MONTH. LESS THAN 10% OF HIS TIME EACH MONTH ON THIS ACTIVITY. 2 - Associate, Utah Divorce Planning. less than 10% of his time spent monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-08 |
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