Drake Puzey

Current Employers

B.O.S.S. Retirement Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-06-25

ID RA
APPROVED

Since 2025-06-25

Branch Locations

2501 E State Ave., Suite 120, Meridian, ID 83642 • United States

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

Organization	City	State	From	To
B.O.S.S. Retirement Advisors, Llc	Lehi	UT	09/2021	Present
B.O.S.S. Retirement Solutions, Llc	Lehi	UT	07/2021	Present
Equitable Advisors	Salt Lake City	UT	01/2021	07/2021
Enterbankusa	Provo	UT	04/2019	01/2021
Enterbankusa	Provo	UT	06/2017	04/2019
Utah Community Credit Union	Provo	UT	06/2016	06/2017

09/2021 → Present

B.O.S.S. Retirement Advisors, Llc

Lehi, UT
07/2021 → Present

B.O.S.S. Retirement Solutions, Llc

Lehi, UT
01/2021 → 07/2021

Equitable Advisors

Salt Lake City, UT
04/2019 → 01/2021

Enterbankusa

Provo, UT
06/2017 → 04/2019

Enterbankusa

Provo, UT
06/2016 → 06/2017

Utah Community Credit Union

Provo, UT

Other Businesses

Self employed independent contractor delivery driver in Boise, ID, an activity that began in 2026 and represents less than 10 hours per week outside of regular market hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-09-27

S65 Uniform Investment Adviser Law Examination

2021-09-27