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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-06 |
| S66 | Uniform Combined State Law Examination | 1999-11-14 |
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