James Donald Boss

Current Employers

Employment History

• 01/2006 → 03/2023
  U.S. Bancorp Investments, Inc.
  Bend, OR
• 03/2023 → 06/2024
  Securities America, Inc.
  Bend, OR
• 03/2023 → 11/2024
  Arbor Point Advisors
  Bend, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bend, OR
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2023-04-05 → 2024-11-08
  Arbor Point Advisors
  Bend, OR
• 2006-01-11 → 2023-04-03
  U.S. Bancorp Investments, Inc.
  Bend, OR
  Madras, OR
  Bend, OR
  Redmond, OR
  Bend, OR
  Sisters, OR
  Bend, OR
  Sisters, OR
  Redmond, OR
  Prineville, OR
  Madras, OR
  Bend, OR
  Hood River, OR
  Bend, OR
  La Pine, OR
  Bend, OR
  Bend, OR
  The Dalles, OR
  Hood River, OR
  Prineville, OR
  The Dalles, OR
  Bend, OR
  Saint Paul, MN

Other Businesses

1. BEND RAPIDS YOUTH HOCKEY POSITION: Volunteer NATURE: Youth hockey volunteer coach INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: PO Box 65, Bend OR 97709 DESCRIPTION: Volunteer ice hockey coach 2. BOSS WEALTH MANAGEMENT LLC DBA TRUE ALTITUDE WEALTH MANAGEMENT POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 03/31/2024 ADDRESS: 780 NW York Dr., Suite 101, Bend OR 97703, United States DESCRIPTION: Provide comprehensive financial advice such as financial/estate planning, investment management and insurance related solutions (Life, Health & Variable Annuities) as appropriate.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-27

Designations