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Troy Richard Peterson

Pgp Wealth Services, LLC

Burbank, CA

CRD 5709648

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Employer firm

Pgp Wealth Services, LLC CRD 151373

$79.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Pgp Wealth Services, Llc

Burbank, CA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-18
CA RA APPROVED 2025-09-12
  • LA RA
    APPROVED
    Since 2026-05-18
  • CA RA
    APPROVED
    Since 2025-09-12

Branch Locations

Burbank, CA • 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
OrganizationCityStateFromTo
Pgp Wealth Services, Llc Burbank CA 06/2009 Present
Independent Contractor Burbank CA 05/2010 02/2023
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

More in Burbank, CA

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