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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-17 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 01/2026 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 01/2026 | Present |
| N/A | American Fork | UT | 09/2015 | 12/2024 |
| Church Of Jesus Christ Of Latter Day Saints | Bio Bio | 11/2020 | 12/2022 | |
| Robinhood Roofing | Provo | UT | 03/2025 | 09/2025 |
| Searcy Financial Services | Overland Park | KS | 05/2025 | 06/2025 |
| Utah Valley University | Vineyard | UT | 10/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-09 |
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