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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
ID RA APPROVED 2024-09-09
  • ID RA
    APPROVED
    Since 2024-09-09

Branch Locations

2501 E State Ave. Suite 120, Meridian, ID 83646 • United States

2500 Executive Parkway Suite 500, Lehi, UT 84048 • 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
Weaver Wealth Management Santa Barbara CA 11/2007 08/2024
B.O.S.S. Retirement Advisors, Llc Lehi UT 08/2024 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 08/2024 Present
  • 11/2007 → 08/2024
    Weaver Wealth Management
    Santa Barbara, CA
  • 08/2024 → Present
    Lehi, UT
  • 08/2024 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
Previous Registrations
  • 2008-12-04 → 2009-11-30
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 2007-11-20 → 2008-09-18
    Santa Barbara, CA
    Fort Mill, SC
    Santa Barbara, CA
  • 2005-05-11 → 2007-10-25
    Santa Barbara, CA
Other Businesses

Co-Owner and President of DELux Energy, Inc., a non-investment related electrical business located in Boise, ID. Activity began in 2007 and represents less than ten hours per month generally outside of market trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-02
S63 Uniform Securities Agent State Law Examination 2003-01-03
  • S66 Uniform Combined State Law Examination
    2005-05-02
  • S63 Uniform Securities Agent State Law Examination
    2003-01-03
Designations

View on SEC IAPD

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