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360 West 920 North, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | American Fork | UT | 02/2016 | 05/2017 |
| Panda Express | Lehi | UT | 06/2017 | 08/2017 |
| Student | American Fork | UT | 08/2017 | 05/2018 |
| Highland City Parks And Recreation | Highland | UT | 06/2018 | 08/2018 |
| Student | American Fork | UT | 08/2018 | 11/2018 |
| Mathnasium | Highland | UT | 12/2018 | 06/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Bahia Blanca | 07/2019 | 09/2020 | |
| Evobox | American Fork | UT | 10/2020 | 01/2021 |
| Sage Pest Control | Lindon | UT | 02/2021 | 06/2022 |
| Brooksee | Pleasant Grove | UT | 07/2022 | 05/2025 |
| Peterson Wealth Advisors, Llc | Orem | UT | 05/2025 | 12/2025 |
| Peterson Wealth Advisors, Llc | Orem | UT | 01/2026 | Present |
| Peterson Wealth Advisors, Llc | Orem | UT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
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