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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-02-02 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
10355 South Jordan Gateway Suite 100, Soutu Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 04/2014 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 04/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-08 |
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