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Thomas Grant Challis

Peterson Wealth Advisors, LLC

Orem, UT

CRD 7732404

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Employer firm

Peterson Wealth Advisors, LLC CRD 146349

$830M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Peterson Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-14
  • UT RA
    APPROVED
    Since 2025-10-14

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
Reno High School Reno NV 08/2015 06/2018
Utah Valley University Orem UT 07/2018 09/2020
Church Of Jesus Christ Baton Rouge LA 09/2020 09/2022
Unemployment Provo UT 09/2022 02/2023
Blue Raven Solar Orem UT 02/2023 09/2023
Walker Covey Wealth Advisors Orem UT 04/2023 09/2024
Amicus Financial Advisors Lehi UT 09/2024 02/2025
Peterson Wealth Advisors, Llc Orem UT 02/2025 Present
Peterson Wealth Advisors Orem UT 02/2025 Present
  • 08/2015 → 06/2018
    Reno High School
    Reno, NV
  • 07/2018 → 09/2020
    Utah Valley University
    Orem, UT
  • 09/2020 → 09/2022
    Church Of Jesus Christ
    Baton Rouge, LA
  • 09/2022 → 02/2023
    Unemployment
    Provo, UT
  • 02/2023 → 09/2023
    Blue Raven Solar
    Orem, UT
  • 04/2023 → 09/2024
    Walker Covey Wealth Advisors
    Orem, UT
  • 09/2024 → 02/2025
    Amicus Financial Advisors
    Lehi, UT
  • 02/2025 → Present
    Peterson Wealth Advisors, Llc
    Orem, UT
  • 02/2025 → Present
    Peterson Wealth Advisors
    Orem, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10
Other Names
  • Thomas G Challis

View on SEC IAPD

Nearby Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC

Nearby Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN

Nearby Offices

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

More in Orem, UT

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