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Scott Martin Peterson

Peterson Wealth Advisors, LLC

Orem, UT

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Current Employers
Peterson Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-05-14
UT RA APPROVED 2008-03-20
  • TX RA
    APPROVED
    Since 2013-05-14
  • UT RA
    APPROVED
    Since 2008-03-20

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
Peterson Insurance Agency, Inc. Orem UT 06/1997 12/2019
Peterson Wealth Advisors, Llc Orem UT 02/2008 Present
Mutual Securities Orem UT 10/2010 10/2019
  • 06/1997 → 12/2019
    Peterson Insurance Agency, Inc.
    Orem, UT
  • 02/2008 → Present
    Orem, UT
  • 10/2010 → 10/2019
    Mutual Securities
    Orem, UT
Previous Registrations
  • 1999-03-09 → 2008-03-20
    Securities America Advisors, Inc.
    Orem, UT
Other Businesses

1. MARTIN PROPERTIES, CORPORATION, START DATE: 1997, 360 WEST 920 NORTH, OREM, UT 84057, COMMERCIAL PROPERTY MANAGEMENT, DIRECTOR & OFFICE BUILDING OWNER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. WRITER, SOLE PROPRIETOR, START DATE: 2008, 360 W 920 N, OREM, UT 84057, BOOK WRITER, AUTHOR, NOT INVESTMENT RELATED, 10 HOURS PER MONTH, < 1 PER DAY DURING TRADING HOURS. 3. MR. PETERSON IS A PROFESSOR AT BRIGHAM YOUNG UNIVERSITY WHERE HE TEACHES A CLASS ABOUT RETIREMENT. 0 HOURS A MONTH ARE SPENT ON THIS ACTIVITY DURING TRADING HOURS. 6 HOURS A MONTH ARE SPENT ON THIS ACTIVITY OUTSIDE OF TRADING HOURS. HE RECEIVES LESS THAN $3,000 PER YEAR FOR TEACHING PER SEMESTER FOR THIS ACTIVITY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-02-26
  • S63 Uniform Securities Agent State Law Examination
    1987-02-26
Designations
Other Names
  • Scott M Peterson

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