Tate Peterson

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-06
TX	RA	APPROVED	2025-08-06

Branch Locations

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

Organization	City	State	From	To
Ideal Financial Advisors	Lafayette	CA	07/2024	07/2025
Human Optimization Center / Fire And Ice Therapies, Llc	Walnut Creek	CA	05/2024	11/2024
Unemployed	Alamo	CA	12/2023	05/2024
New York Life Insurance Company	San Francisco	CA	11/2023	12/2023
Unemployed	Alamo	CA	05/2023	11/2023
University Of Colorado Boulder	Boulder	CO	08/2019	05/2023
Colliers International	Denver	CO	05/2022	08/2022
Roundhill Country Club	Alamo	CA	06/2016	08/2019
San Ramon Valley High School	Danville	CA	08/2015	05/2019
Lpl Financial Llc	Lafayette	CA	07/2024	07/2025
Mariner Independent	Overland Park	KS	02/2025	07/2025
Morgan Stanley	Walnut Creek	CA	07/2025	Present

07/2024 → 07/2025

Ideal Financial Advisors

Lafayette, CA
05/2024 → 11/2024

Human Optimization Center / Fire And Ice Therapies, Llc

Walnut Creek, CA
12/2023 → 05/2024

Unemployed

Alamo, CA
11/2023 → 12/2023

New York Life Insurance Company

San Francisco, CA
05/2023 → 11/2023

Unemployed

Alamo, CA
08/2019 → 05/2023

University Of Colorado Boulder

Boulder, CO
05/2022 → 08/2022

Colliers International

Denver, CO
06/2016 → 08/2019

Roundhill Country Club

Alamo, CA
08/2015 → 05/2019

San Ramon Valley High School

Danville, CA
07/2024 → 07/2025

Lpl Financial Llc

Lafayette, CA
02/2025 → 07/2025

Mariner Independent

Overland Park, KS
07/2025 → Present

Morgan Stanley

Walnut Creek, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-11

Other Firms