Zachary Lee Swenson

$830M regulatory AUM

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-03-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Paragon Wealth Management	Provo	UT	09/2021	03/2023
Amentum Government Services	Bluffdale	UT	04/2018	10/2021
Marriott Hotels	Lehi	UT	01/2018	04/2018
Professional Heating And Air Conditioning	Pleasant Grove	UT	09/2017	01/2018
The Church Of Jesus Christ Of Latter Day Saints	Ventura	CA	08/2015	08/2017
Peterson Wealth Advisors, Llc	Orem	UT	03/2023	Present
Peterson Wealth Advisors, Llc	Orem	UT	03/2023	Present
Amentum/Aecom	Bluffdale	UT	04/2021	09/2021

09/2021 → 03/2023

Paragon Wealth Management

Provo, UT
04/2018 → 10/2021

Amentum Government Services

Bluffdale, UT
01/2018 → 04/2018

Marriott Hotels

Lehi, UT
09/2017 → 01/2018

Professional Heating And Air Conditioning

Pleasant Grove, UT
08/2015 → 08/2017

The Church Of Jesus Christ Of Latter Day Saints

Ventura, CA
03/2023 → Present

Peterson Wealth Advisors, Llc

Orem, UT
03/2023 → Present

Peterson Wealth Advisors, Llc

Orem, UT
04/2021 → 09/2021

Amentum/Aecom

Bluffdale, UT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-21

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