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Current Employers
B.O.S.S. Retirement Advisors, Llc

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-01-19
  • UT RA
    APPROVED
    Since 2017-01-19

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

801 N. 500 W., Suite 100, Bountiful, UT 84010 • 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
Lee Miles Llc Ogden UT 04/2016 01/2017
Lee Miles Insurance Agency Eden UT 09/2015 01/2017
Boss Retirement Advisors, Llc Lehi UT 01/2017 Present
Boss Retirement Solutions Lehi UT 01/2017 Present
  • 04/2016 → 01/2017
    Ogden, UT
  • 09/2015 → 01/2017
    Lee Miles Insurance Agency
    Eden, UT
  • 01/2017 → Present
    Lehi, UT
  • 01/2017 → Present
    Boss Retirement Solutions
    Lehi, UT
Previous Registrations
  • 2016-05-09 → 2017-01-09
    Ogden, UT
  • 2001-07-31 → 2004-05-18
    Harrisdirect Llc
    Sandy, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-06
S66 Uniform Combined State Law Examination 1999-11-14
  • S65 Uniform Investment Adviser Law Examination
    2016-05-06
  • S66 Uniform Combined State Law Examination
    1999-11-14

View on SEC IAPD

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