BRET J PETERSEN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with ROTHSCHILD WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROTHSCHILD WEALTH LLC | 2026-01-06 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2019-10-24 | 2026-01-30 | — |
| UBS FINANCIAL SERVICES INC. | 2011-04-15 | 2019-11-04 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-04-21 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-10-20 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2003-09-18 | 2006-10-30 | — |