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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| UT | RA | APPROVED | 2017-11-30 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2008 | 12/2016 |
| Boss Retirement Advisors, Llc | Lehi | UT | 10/2017 | Present |
| Not Employed | Gilbert | AZ | 01/2017 | 09/2017 |
| Boss Retirement Solutions, Llc | Lehi | UT | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-19 |
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