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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-23 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Salt Lake City | UT | 01/2002 | 11/2016 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 07/2023 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 07/2023 | Present |
| Svb Capital | Salt Lake City | UT | 09/2020 | 07/2023 |
| Silicon Valley Bank | Salt Lake City | UT | 12/2018 | 09/2020 |
| Rocky Mountain Power | Salt Lake City | UT | 07/2017 | 12/2018 |
| Not Employed | Kaysville | UT | 12/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
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