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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-27 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
10210 Ne Points Drive Suite 110, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2018 | 12/2020 |
| Honeymoon Financial Strategies | Kirkland | WA | 07/2018 | 09/2018 |
| Extended Travel | Seattle | WA | 06/2018 | 07/2018 |
| Enterprise Holdings | Seattle | WA | 02/2018 | 06/2018 |
| Park City Sport | Park City | UT | 11/2012 | 01/2018 |
| Colorado State University | Fort Collins | CO | 08/2014 | 12/2017 |
| Colorado State University | Fort Collins | CA | 10/2015 | 01/2018 |
| Bank Of America, N.A. | Bellevue | WA | 10/2018 | 12/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2021 | 06/2022 |
| Becker Retirement Group | Bellvue | WA | 01/2021 | 06/2022 |
| B.O.S.S Retirement Advisors, Llc | Lehi | UT | 06/2022 | Present |
| B.O.S.S. Retirement Solutions | Lehi | UT | 06/2022 | Present |
TRUFUSION ; NOT INVESTMENT RELATED; 500 BELLEVUE WAY NE #230 Bellevue, WA 98004; FITNESS AND YOGA CLASSES; START DATE 04/2019; APPROX 5 HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
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