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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 2015-02-02
  • UT RA
    APPROVED
    Since 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

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
B.O.S.S. Retirement Advisors, Llc Lehi UT 04/2014 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 04/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-30
S63 Uniform Securities Agent State Law Examination 2006-12-08
  • S65 Uniform Investment Adviser Law Examination
    2015-01-30
  • S63 Uniform Securities Agent State Law Examination
    2006-12-08

View on SEC IAPD

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