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Devin Ray Peterson

Brighter Retirement Advisors LLC

Lehi, UT

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Current Employers
Brighter Retirement Advisors Llc

2000 Ashton Blvd Ste. 120, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-27
UT RA APPROVED 2022-09-08
  • TX RA
    APPROVED_RES
    Since 2024-03-27
  • UT RA
    APPROVED
    Since 2022-09-08

Branch Locations

2000 Ashton Blvd Ste. 120, Lehi, UT 84043 • 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
Precoa Llc Orem UT 12/2012 01/2018
Allegis Investment Advisors Idaho Falls ID 05/2015 12/2017
Brookstone Wealth Advisors, Llc Lehi UT 01/2018 09/2022
Brighter Wealth Advisors Lehi UT 02/2017 09/2022
Allegis Investment Advisors South Jordan UT 05/2015 12/2017
Brighter Retirement Advisors Llc Lehi UT 03/2022 Present
  • 12/2012 → 01/2018
    Precoa Llc
    Orem, UT
  • 05/2015 → 12/2017
    Allegis Investment Advisors
    Idaho Falls, ID
  • 01/2018 → 09/2022
    Lehi, UT
  • 02/2017 → 09/2022
    Brighter Wealth Advisors
    Lehi, UT
  • 05/2015 → 12/2017
    Allegis Investment Advisors
    South Jordan, UT
  • 03/2022 → Present
    Lehi, UT
Previous Registrations
Other Businesses

Devin Ray Peterson is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Brighter Retirement Advisors LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Brighter Retirement Advisors LLC in such individual's outside capacities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-09
  • S65 Uniform Investment Adviser Law Examination
    2015-07-09
Other Names
  • Devin Peterson

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