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David James Boyd

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

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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
UT RA APPROVED 2022-10-07
  • UT RA
    APPROVED
    Since 2022-10-07

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • 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
Arista Wealth Management Las Vegas NV 01/2021 08/2022
Mountain America Credit Union Salt Lake City UT 04/2020 08/2020
Utah Valley University Orem UT 08/2017 12/2020
Nu Skin Enterprises Provo UT 04/2017 07/2018
Caption Call Saint George UT 03/2016 02/2017
B.O.S.S. Retirement Advisors, Llc Lehi UT 09/2022 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 09/2022 Present
Naspo Valuepoint Provo UT 11/2016 05/2020
  • 01/2021 → 08/2022
    Arista Wealth Management
    Las Vegas, NV
  • 04/2020 → 08/2020
    Mountain America Credit Union
    Salt Lake City, UT
  • 08/2017 → 12/2020
    Utah Valley University
    Orem, UT
  • 04/2017 → 07/2018
    Nu Skin Enterprises
    Provo, UT
  • 03/2016 → 02/2017
    Caption Call
    Saint George, UT
  • 09/2022 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 09/2022 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 11/2016 → 05/2020
    Naspo Valuepoint
    Provo, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-19
  • S65 Uniform Investment Adviser Law Examination
    2021-03-19
Designations

View on SEC IAPD

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RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

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