Waylon Flaherty Peterson

Current Employers

Employment History

• 03/1996 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/1999 → Present
  Teachers Credit Union
  South Bend, IN
• 05/2022 → Present
  Lpl Financial Llc
  South Bend, IN

Previous Registrations

• 2001-04-17 → 2022-05-18
  Cuna Brokerage Services, Inc.
  South Bend, IN
  South Bend, IN
  Mishawaka, IN
  South Bend, IN
  Indianapolis, IN
  Warsaw, IN
  Walkerton, IN
  Rochester, IN
  Elkhart, IN
  Huntington, IN
  Avon, IN
  Valparaiso, IN
  Plymouth, IN
  Whiting, IN
  St. John, IN
  Valparaiso, IN
  Valparaiso, IN
  Whiting, IN
  St. John, IN

Other Businesses

1) 05/18/2022 TCU Wealth Management- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- Institution Program Manager 2) 05/18/2022 Teachers CU- Investment Related- At Reported Business Location(s)- Financial Institution Duty- President-Start Date- 12/1999- 200 Hours Per Month/ 200 Hours During Securities Trading- Time Spent 100% 3) 05/10/2023 - Everwise Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 4) 05/10/2023 - Everwise Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 5) 05/10/2023 - Everwise Wealth Management, Retirement & Investment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-11
• S63 Uniform Securities Agent State Law Examination
  1996-04-03

Designations