Garrett C Wozniak

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-06-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	03/2019	11/2020
University Of Utah	Salt Lake City	UT	08/2016	12/2018
Capital Wealth Advisors, Llc	Lehi	UT	11/2020	10/2022
Capital Wealth Advisors, Llc	Lehi	UT	02/2021	10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Provo	UT	10/2022	06/2024
College Of Financial Planning - A Kaplan Company	Centennial	CO	06/2022	05/2024
Bank Of America, N.A.	Provo	UT	11/2022	Present
B.O.S.S. Retirement Advisors, Llc	Lehi	UT	06/2024	Present
B.O.S.S. Retirement Solutions, Llc	Lehi	UT	04/2024	Present

03/2019 → 11/2020

Fidelity Investments

American Fork, UT
08/2016 → 12/2018

University Of Utah

Salt Lake City, UT
11/2020 → 10/2022

Capital Wealth Advisors, Llc

Lehi, UT
02/2021 → 10/2022

Capital Wealth Advisors, Llc

Lehi, UT
10/2022 → 06/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Provo, UT
06/2022 → 05/2024

College Of Financial Planning - A Kaplan Company

Centennial, CO
11/2022 → Present

Bank Of America, N.A.

Provo, UT
06/2024 → Present

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

Lehi, UT
04/2024 → Present

B.O.S.S. Retirement Solutions, Llc

Lehi, UT

2022-11-14 → 2024-06-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Provo, UT
2021-02-10 → 2022-10-10

Capital Wealth, Llc

Lehi, UT
2019-11-11 → 2020-11-18

Fidelity Personal And Workplace Advisors

American Fork, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-07
S63	Uniform Securities Agent State Law Examination	2019-06-07

Other Firms