Dave L. Petersen

SUPERIOR COURT JUDGE · BENTON/FRANKLIN CO SUPERIOR COURT *

Filed Jan 3, 2025 · Period Jan 1, 2024 – Dec 31, 2024

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / asset	Category	Reported owner	Value range	Income range
Business CheckingYakima Federal Savings & Loan	bank account	spouse	$0 – $29,999	Not reported
Mutual FundsFranklin Templeton	investment	spouse, filer	$0 – $29,999	$0 – $29,999
Shareholder loanDena M Petersen CPA Inc PS	other	spouse	$0 – $29,999	Not reported
securitiesMerrill Lynch	investment	filer, spouse	$60,000 – $99,999	$0 – $29,999
Roth IRAMerrill Lynch	investment	filer	$100,000 – $199,999	$0 – $29,999
IRAMerrill Lynch	investment	filer	$100,000 – $199,999	$0 – $29,999
Roth IRAMerrill Lynch	investment	spouse	$100,000 – $199,999	$0 – $29,999
Simple IRAMerrill Lynch	investment	spouse	$100,000 – $199,999	$0 – $29,999
CheckingGesa Credit Union	bank account	filer, spouse	$0 – $29,999	$0 – $29,999
SavingsCapital One	bank account	spouse, filer	$30,000 – $59,999	$0 – $29,999
Mutual funds - 529American Funds	investment	spouse	$0 – $29,999	$0 – $29,999
PERS 2 retirementDepartment of Retirement Systems	investment	filer	$200,000 – $499,999	$0 – $29,999
Deferred CompensationVoya Financial	investment	filer	$60,000 – $99,999	$0 – $29,999

Open original PDC disclosure ↗