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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
TX RA APPROVED_RES 2021-11-29
ID RA APPROVED 2021-10-14
UT RA APPROVED 2017-02-27
  • TX RA
    APPROVED_RES
    Since 2021-11-29
  • ID RA
    APPROVED
    Since 2021-10-14
  • UT RA
    APPROVED
    Since 2017-02-27

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

2501 E. State Ave. Suite 120, Meridian, ID 83642 • 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 Solutions Lehi UT 11/2015 01/2018
B.O.S.S. Retirement Advisors, Llc Lehi UT 01/2018 Present
Other Businesses

OAA#: 8265 | ORG NAME:ITSOKAYTOBEANERD.BLOGSPOT.COM | ORG ADDR:SARATOGA SPRINGS, UT, US | NATURE OF BUS:A WEBSITE TO DISPLAY/SELL MY PERSONAL ART | INVST REL:N | TITLE:FREELANCE ARTIST | DUTIES:CREATE WORKS OF ART IN MY FREE TIME TO DISPLAY/SELL ON MY WEB SITE. | START DT:05/05/2010 | TOTAL HRS P/M:20 | SEC TRDNG HRS P/M:0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-24
S63 Uniform Securities Agent State Law Examination 2007-11-09
  • S65 Uniform Investment Adviser Law Examination
    2017-02-24
  • S63 Uniform Securities Agent State Law Examination
    2007-11-09

View on SEC IAPD

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