Inactive

Kade Archibald

Peterson Rogers Private Wealth, LLC

Salt Lake City, UT

CRD 8054812

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Employer firm

Peterson Rogers Private Wealth, LLC CRD 324001

$177M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Peterson Rogers Private Wealth, Llc

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

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

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

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

Code	Exam	Date
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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