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360 West 920 North, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peterson Wealth Advisors, Llc | Orem | UT | 06/2021 | Present |
| Peterson Wealth Advisors | Orem | UT | 04/2021 | Present |
| Horrocks Engineers | Pleasant Grove | UT | 09/2019 | 04/2021 |
| Utah State/Utah Valley University | Logan/Orem | UT | 08/2017 | 08/2020 |
| Northwestern Mutual | Provo | UT | 04/2019 | 07/2019 |
| S.E. Needham Jewelers | Logan | UT | 05/2018 | 12/2018 |
| Clear Home | Logan | UT | 01/2018 | 05/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | Redlands | CA | 07/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-16 |
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