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Alexander Parkinson Call

Peterson Wealth Advisors, LLC

Orem, UT

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Current Employers
Peterson Wealth Advisors, Llc

360 West 920 North, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-26
UT RA APPROVED 2018-10-15
  • TX RA
    APPROVED
    Since 2021-05-26
  • UT RA
    APPROVED
    Since 2018-10-15

Branch Locations

360 West 920 North, Orem, UT 84057 • 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
Learnvest Inc Scottsdale AZ 09/2014 03/2017
Drive Wealth Advisers Llc Lehi UT 04/2017 09/2018
Peterson Wealth Advisors, Llc Orem UT 09/2018 Present
Peterson Wealth Advisors, Llc Orem UT 01/2021 Present
Previous Registrations
  • 2017-04-21 → 2018-10-01
    Drive Wealth Advisers
    Lehi, UT
  • 2015-01-21 → 2017-04-03
    Learnvest Planning Services, Llc
    Scottsdale, AZ
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-16
  • S65 Uniform Investment Adviser Law Examination
    2014-09-16
Designations
Other Names
  • Alex Parkinson Call

View on SEC IAPD

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Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · Orem, UT

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