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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 | 2023-10-04 |
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Oklahoma City | OK | 11/2011 | 08/2018 |
| Nylife Securities Llc | Oklahoma City | OK | 02/2012 | 08/2018 |
| Thrivent Financial | Appleton | WI | 09/2018 | 05/2019 |
| New York Life | Sandy | UT | 11/2011 | 08/2018 |
| Thrivent Investment Management Inc | Colorado Springs | CO | 11/2018 | 04/2022 |
| Thrivent Financial | Appleton | WI | 05/2019 | 04/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2022 | 09/2022 |
| Thrivent Advisor Network, Llc | Park City | UT | 10/2022 | 09/2023 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 09/2023 | Present |
| B.O.S.S. Retirement Solultions, Llc | Lehi | UT | 09/2023 | Present |
President of Rock Top Insurance Agency, a property and casualty insurance business located in UT. Activity started in 2022 and represents less than 5 hours per month, some of which during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-21 |
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