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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-13 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
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