TATE PETERSON is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-08-06 | present | Yes |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2025-02-11 | 2025-07-18 | — |