Billy Cade Peterson

Current Employers

Employment History

• 10/2009 → 10/2020
  Raymond James Financial Services
  South Ogden, UT
• 10/2009 → 10/2020
  Raymond James Financial Services Advisors, Inc.
  South Ogden, UT
• 10/2010 → 06/2020
  Stonehill Insurance Agency
  South Ogden, UT
• 04/2015 → Present
  Peterson Wealth Services- Divorce Planning Services
  Ogden, UT
• 01/2017 → 06/2024
  Morgan High School
  Morgan, UT
• 04/2015 → Present
  Utah Divorce Planning
  Morgan, UT
• 05/2010 → Present
  Peterson Real Estate Enterprises Llc
  Morgan, UT
• 10/2009 → Present
  Peterson Wealth Services
  South Ogden, UT
• 09/2020 → Present
  Peterson Wealth Services, Inc.
  South Ogden, UT
• 03/2020 → Present
  Peterson Wealth Services, Inc
  South Ogden, UT
• 09/2016 → Present
  Buck Way Ranch Llc
  Morgan, UT

Previous Registrations

• 2009-10-14 → 2020-10-02
  Raymond James Financial Services Advisors, Inc
  Ogden, UT
  South Ogden, UT
• 2009-06-01 → 2009-10-29
  Morgan Stanley
  Salt Lake City, UT
• 1999-10-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1) BHP PROPERTIES LLC ADDRESS: SOUTH OGDEN, UT NATURE: RENTAL REAL ESTATE POSITION: PROPRIETOR/OWNER INVESTMENT RELATED:NO START DATE: 07/15/2015 HRS PER BUSINESS: 2 HRS PER MONTH TRADING HOURS: 1 DUTIES:Own and Maintain commercial building. Leased to Peterson Wealth Svcs. 2) Utah Divorce Planning- DIVORCE PLANNING SERVICES ADDRESS: OGDEN, UT NATURE OF THE BUSINESS: CERTIFIED DIVORCE FINANCIAL ANALYST POSITION/TITLE: CERTIFIED DIVORCE FINANCIAL ANALYST INVESTMENT RELATED:NO START DATE: 04/01/2015 HRS PER MONTH : 10 TRADING HOURS: 5 DESCRIPTION OF DUTIES: ASSIST CLIENTS WITH DIVORCE RELATED ANALYSIS AND HELP THEM DETERMINE THE MOST EFFICIENT AND SUITABLE DIVORCE SETTLEMENT. 3) LIVASTRIDE YOUTH FOUNDATION ADDRESS: SOUTH OGDEN, UT NON PROFIT ORG. - FOUNDER/LEADERSHIP DIRECTOR; INVESTMENT RELATED:NO START DATE: 05/03/2010 20 HRS A MONTH 4 DURING TRADING TIME DESCRIPTION OF DUTIES: I FOUNDED THIS NON-PROFIT AND SERVE ON THE BOARD AS DIRECTORS. 4) Peterson Wealth Services Inc. Address: South Ogden, UT Nature: Support Company/DBA (Owner) Position: Owner Investment Related: No Start Date: 10/01/2009 Hrs per month devoted to this business: 0 Hrs trading hours: 0 Description of duties: No Start Date: 01/01/2017 Hours devoted to this business: 35 Hours devoted during trading hours 6) Peterson Real Estate Enterprises LLC Address: 622 Meadow Creek Way, Morgan, UT Nature of the Business: Real Estate Brokerage/Agent Position/Title: Owner Investment Related: Yes Start Date: 05/10/2010 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Land Owner 7) Buckway Ranch LLC Address: ,Morgan, UT Nature: Business Owner Position: Owner Investment Related: No Start Date: 09/09/2016 Hrs devoted 0 Hrs devoted during trading hrs: 5 duties: Buy and run race horses. Breed and raise foals. Sell horses. Enter horses in various 8) Utah Divorce Planning, LLC - Managing Member & Certified Divorce Financial Analyst: Hrs per week- 2 8) Board seat for PDFJ (Permanently Disabled Jockeys Fund) 9) Successor TTEE: for Spencer Peterson Revocable Trust 10) Successor TTEE: for Larie Hannum Revocable Trust 11) Successor TTEE: for Ben Peterson Revocable Trust

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-19
• S65 Uniform Investment Adviser Law Examination
  1996-11-19

Designations