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Current Employers
Peterson Rogers Private Wealth, Llc

5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-07
TX RA APPROVED 2025-03-06
  • UT RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED
    Since 2025-03-06

Branch Locations

5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peterson Rogers Wealth, Llc Holladay UT 01/2024 Present
Maddix Capital Lehi UT 05/2023 11/2023
Mercato Partners Cottonwood Heights UT 01/2023 05/2023
Student St. George UT 08/2019 01/2023
Cache County School District Smithfield UT 01/2013 06/2019
  • 01/2024 → Present
    Peterson Rogers Wealth, Llc
    Holladay, UT
  • 05/2023 → 11/2023
    Maddix Capital
    Lehi, UT
  • 01/2023 → 05/2023
    Mercato Partners
    Cottonwood Heights, UT
  • 08/2019 → 01/2023
    Student
    St. George, UT
  • 01/2013 → 06/2019
    Cache County School District
    Smithfield, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-10
  • S65 Uniform Investment Adviser Law Examination
    2024-06-10

View on SEC IAPD

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