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Adam Michael Lallas

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

Lehi, UT

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

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
UT RA APPROVED 2019-02-15
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • UT RA
    APPROVED
    Since 2019-02-15

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
B.O.S.S Retirement Advisors, Llc Lehi UT 11/2017 Present
Capstone Financial Advisors, Inc. Downers Grove IL 06/2014 10/2017
B.O.S.S. Retirement Solutions, Llc Lehi UT 11/2017 Present
  • 11/2017 → Present
    B.O.S.S Retirement Advisors, Llc
    Lehi, UT
  • 06/2014 → 10/2017
    Capstone Financial Advisors, Inc.
    Downers Grove, IL
  • 11/2017 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
Other Businesses

Providing tax preparation services as a sole proprietor, a non-investment related business started in January 2020 and located n Payson, UT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-01
  • S65 Uniform Investment Adviser Law Examination
    2019-02-01
Other Names
  • Adam Lallas

View on SEC IAPD

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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

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