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Douglas Lon Peterson

Strategic Advisers LLC

Salt Lake City, UT

Millcreek, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-02
  • UT RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Millcreek, UT • 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
Unemployed West Valley UT 04/2018 09/2018
Sam'S Club Salt Lake City UT 10/2020 04/2024
Uber Salt Lake City UT 03/2018 04/2018
Hunt'S Gymnastics Academy Midvale UT 09/2018 12/2020
Fidelity Investments Salt Lake City UT 04/2024 Present
Unemployed West Valley UT 03/2014 03/2018
  • 04/2018 → 09/2018
    Unemployed
    West Valley, UT
  • 10/2020 → 04/2024
    Sam'S Club
    Salt Lake City, UT
  • 03/2018 → 04/2018
    Uber
    Salt Lake City, UT
  • 09/2018 → 12/2020
    Hunt'S Gymnastics Academy
    Midvale, UT
  • 04/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2014 → 03/2018
    Unemployed
    West Valley, UT
Other Businesses

OBA-120771|OrgNmn:DLPeterson 3D Printing|Org Addr:Millcreek,Utah,US|OBA Nature:DLPeterson 3D Printing designs|Invst Rel:N|Title:Sole Proprietor|Duties:3D modeling and designing, packaging, shipping, 3D printing and 3D printer maintenance, marketing|StrtDt:07-18-25|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-07-16
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-07-16
Other Names
  • Douglas L Peterson
  • Douglas Lon Peterson

View on SEC IAPD

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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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