Best Investors Account Sign in
Inactive

Ryan Williams

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

Lehi, UT

Claim This Profile
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 2026-07-22
  • UT RA
    APPROVED
    Since 2026-07-22

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
Wells Fargo Clearing Services Llc Salt Lake City UT 08/2021 07/2026
Digital Intelligence Systems Llc Mclean VA 08/2021 04/2024
Smoothie King Plantation FL 05/2019 08/2019
University Of Florida Gainesville FL 06/2017 05/2021
St. Thomas Aquinas Highschool Ft. Lauderdale FL 08/2013 05/2017
B.O.S.S. Retirement Solutions, Llc Lehi UT 07/2026 Present
B.O.S.S. Retirement Advisors, Llc Lehi UT 07/2026 Present
  • 08/2021 → 07/2026
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 08/2021 → 04/2024
    Digital Intelligence Systems Llc
    Mclean, VA
  • 05/2019 → 08/2019
    Smoothie King
    Plantation, FL
  • 06/2017 → 05/2021
    University Of Florida
    Gainesville, FL
  • 08/2013 → 05/2017
    St. Thomas Aquinas Highschool
    Ft. Lauderdale, FL
  • 07/2026 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 07/2026 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2021-10-22

View on SEC IAPD

Other Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor