Thomas Challis has been an investment adviser representative at Peterson Wealth Advisors since October 2025, and is not listed among the firm’s executive officers or direct owners.
Peterson Wealth Advisors, LLC is an Orem, UT firm with $830M under management, 667 clients and 13 advisers in one office, as of its September 2026 filing.
- – present · 1 yearOrem, UT · Adviser representative · Firm CRD 146349
Investment adviser representative registrations
Thomas Challis is registered as an investment adviser representative in Utah, since October 2025.
- UtahSince 14 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Thomas Grant Challis
- CRD
- 7732404
- Firm
- Peterson Wealth Advisors · CRD 146349
- Office
- 360 WEST 920 NORTH, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Challis work?
Thomas Challis is an investment adviser representative registered through Peterson Wealth Advisors, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Challis a financial advisor?
Yes. Thomas Challis has a current investment-adviser registration in Utah, through Peterson Wealth Advisors since October 2025.
How many years of experience does Thomas Challis have?
Thomas Challis has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Thomas Challis passed?
Thomas Challis passed the Series 65 in October 2025.
Where is Thomas Challis based?
Thomas Challis’ registered office is in Orem, UT.
Is Thomas Challis registered with FINRA?
No. Thomas Challis has no current broker registration.
How can I verify Thomas Challis’ record?
Search CRD 7732404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Challis’ full registration record.
