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360 West 920 North, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonalds | Cody | WY | 06/2017 | 08/2017 |
| Best Western -Sunset Inn | Cody | WY | 06/2018 | 08/2018 |
| Park County Road & Bridge | Cody | WY | 05/2019 | 08/2019 |
| Park County Road & Bridge | Cody | WY | 05/2020 | 08/2020 |
| Burlington Schools | Burlington | WY | 08/2013 | 05/2021 |
| Park County Road & Bridge | Cody | WY | 05/2021 | 08/2021 |
| Maurices | Cody | WY | 03/2021 | 08/2021 |
| Primerica | Burlington | WY | 07/2021 | 02/2022 |
| Greybull Drug | Greybull | WY | 03/2022 | 05/2022 |
| Charles Winninger Investments | Cody | WY | 05/2022 | 02/2024 |
| Peterson Wealth Advisors | Orem | UT | 02/2024 | Present |
| Peterson Wealth Advisors, Llc | Orem | UT | 02/2024 | Present |
| Northwest College | Powell | WY | 01/2023 | 12/2023 |
| University Of Wyoming | Laramie | WY | 08/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-22 |
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
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