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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-21 |
Branch Locations
3400 N Ashton Blvd., Suite 190, Lehi, UT 84043 • United States
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 10/2020 | 09/2025 |
| Mountain West Advisors | Murray | UT | 04/2019 | 10/2020 |
| Insure Right Insurance Agency | American Fork | UT | 10/2019 | 11/2020 |
| Gohealth | American Fork | UT | 07/2020 | 10/2020 |
| Farmers Insurance | Taylorsville | UT | 01/2018 | 04/2019 |
| Womply | Lehi | UT | 01/2018 | 03/2018 |
| Comcast | Sandy | UT | 08/2011 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Lpl Enterprise Llc | Sherman Oaks | CA | 10/2025 | 11/2025 |
| Boss Retirement Solutions, Llc | Lehi | UT | 11/2025 | Present |
| Boss Retirement Advisors, Llc | Lehi | UT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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