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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-14 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.O.S.S. Retirement Advisors | Lehi | UT | 01/2020 | Present |
| Complete Steering | Heckmondwike | 10/2017 | 05/2018 | |
| Mcewan Custom Homes | Highland | UT | 07/2019 | 01/2020 |
| B.O.S.S. Retirement Solutions | Lehi | UT | 01/2020 | Present |
| Not Employed - On Mission | Birmingham | 09/2015 | 10/2017 | |
| N/A - Student | Salt Lake City | UT | 05/2018 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
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