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Inactive

Nathan Scott Vought

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

Lehi, UT

CRD 7272017

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Employer firm

B.o.s.s. Retirement Advisors, LLC CRD 171143

$1.38B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2024-03-13
  • UT RA
    APPROVED
    Since 2024-03-13

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
Go Wireless Heber UT 02/2015 12/2019
New Stage Ventures Salt Lake City UT 12/2019 05/2020
Foresight Wealth Management Draper UT 06/2020 11/2022
Regents Partners, Llc Salt Lake City UT 11/2022 04/2023
Verizon Wireless Heber City UT 10/2016 12/2019
B.O.S.S. Retirement Advisors, Llc Lehi UT 02/2024 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 02/2024 Present
Policy Scout South Jordan UT 05/2023 10/2023
U.S. Tech Solutions / Morgan Stanley Draper UT 10/2023 02/2024
  • 02/2015 → 12/2019
    Go Wireless
    Heber, UT
  • 12/2019 → 05/2020
    New Stage Ventures
    Salt Lake City, UT
  • 06/2020 → 11/2022
    Foresight Wealth Management
    Draper, UT
  • 11/2022 → 04/2023
    Salt Lake City, UT
  • 10/2016 → 12/2019
    Verizon Wireless
    Heber City, UT
  • 02/2024 → Present
    Lehi, UT
  • 02/2024 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 05/2023 → 10/2023
    Policy Scout
    South Jordan, UT
  • 10/2023 → 02/2024
    U.S. Tech Solutions / Morgan Stanley
    Draper, UT
Previous Registrations
  • 2022-11-14 → 2023-05-16
    Farmington, UT
  • 2020-09-28 → 2022-11-07
    Foresight Wealth Management, Llc
    Draper, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-24
  • S65 Uniform Investment Adviser Law Examination
    2020-09-24

View on SEC IAPD

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