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360 West 920 North, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Bank | Orem | UT | 09/2016 | 06/2017 |
| Upwell Health Services | Orem | UT | 08/2017 | 05/2018 |
| Net Worth Advisory Group | Sandy | UT | 05/2018 | 03/2019 |
| Peterson Wealth Advisors | Orem | UT | 03/2019 | 07/2020 |
| Peterson Wealth Advisors, Llc | Orem | UT | 07/2020 | Present |
| Greenix | Columbus | OH | 06/2017 | 08/2017 |
Project Team Member; Red Bird Homes; Investment Related: Yes; Location: Orem, UT; Description of the business: Daniel Ruske works with Red Bird Homes to purchase, repair, and sell properties.; Responsibilities Duties: Project planning and home repairs.; Start date with business: 2019-08-01; Hours devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 20. Name of outside business: Landlord; Is the business investment related: Yes; Location of the business: 16 E 180 N, Orem UT 84057; Description of the business: Daniel M. Ruske owns and operates a single unit residential rental property.; Responsibilities Duties: Landlord; Start date with business: 2021-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0. Daniel Mark Ruske rents out a basement apartment in his home located in Vineyard, Utah
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