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5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-07 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-10 |
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