Kevin Michael Boss

Current Employers

Boss Financial Strategies, Llc

Aldie, VA • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-09-16
VA	RA	APPROVED	2023-02-28

MD RA
APPROVED

Since 2025-09-16
VA RA
APPROVED

Since 2023-02-28

Branch Locations

Aldie, VA • 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
Carrier Global Corporation	Ashburn	VA	04/2016	06/2021
Study Period To Obtain Licensure And Registration	Aldie	VA	07/2021	11/2021
Integrated Wealth Concepts Llc	Waltham	MA	11/2021	02/2023
Boss Financial Strategies, Llc	Aldie	VA	09/2021	Present
Boss Financial Strategies, Llc	Aldie	VA	11/2021	Present
Boss Financial Strategies, Llc	Aldie	VA	02/2023	Present
Signet Technologies, Inc. (Dba Convergint Federal)	Tysons Corner	VA	02/2023	10/2024

04/2016 → 06/2021

Carrier Global Corporation

Ashburn, VA
07/2021 → 11/2021

Study Period To Obtain Licensure And Registration

Aldie, VA
11/2021 → 02/2023

Integrated Wealth Concepts Llc

Waltham, MA
09/2021 → Present

Boss Financial Strategies, Llc

Aldie, VA
11/2021 → Present

Boss Financial Strategies, Llc

Aldie, VA
02/2023 → Present

Boss Financial Strategies, Llc

Aldie, VA
02/2023 → 10/2024

Signet Technologies, Inc. (Dba Convergint Federal)

Tysons Corner, VA

Previous Registrations

2021-11-23 → 2023-02-24

Integrated Wealth Concepts Llc

Fairfax, VA

Other Businesses

1. Boss Financial Strategies, LLC; Investment Related; Aldie, VA; Insurance sales and service; Insurance Agent; 11/2021; 10 Hours Per Month During Securities Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-23

S65 Uniform Investment Adviser Law Examination

2021-11-23

View on SEC IAPD