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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 2021-11-30
UT RA APPROVED 2019-03-20
  • TX RA
    APPROVED
    Since 2021-11-30
  • UT RA
    APPROVED
    Since 2019-03-20

Branch Locations

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

2225 Washington Blvd., Suite 150, Ogden, UT 84401 • 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
Cetera Advisor Networks Ogden UT 06/2016 03/2019
Fuller Financial Services Syracuse UT 03/2018 03/2019
B.O.S.S. Retirement Advisors, Llc Lehi UT 03/2019 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 03/2019 Present
  • 06/2016 → 03/2019
    Cetera Advisor Networks
    Ogden, UT
  • 03/2018 → 03/2019
    Fuller Financial Services
    Syracuse, UT
  • 03/2019 → Present
    Lehi, UT
  • 03/2019 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
Previous Registrations
  • 2016-06-23 → 2019-03-12
    Cetera Wealth Services, Llc
    Draper, UT
    Ogden, UT
    Ogden, UT
  • 2014-06-20 → 2016-06-13
    Ogden, UT
  • 2012-10-01 → 2013-12-05
    South Ogden, UT
    Farmington, UT
    Ogden, UT
    Ogden, UT
  • 2011-05-16 → 2012-10-01
    Chase Investment Services Corp.
    Ogden, UT
    Riverdale, UT
    Ogden, UT
    Clinton, UT
    Layton, UT
    Layton, UT
    Farmington, UT
    South Ogden, UT
  • 2011-02-08 → 2011-04-27
    Ogden, UT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-22
S66 Uniform Combined State Law Examination 2011-02-07
  • S63 Uniform Securities Agent State Law Examination
    2016-06-22
  • S66 Uniform Combined State Law Examination
    2011-02-07
Designations
Other Names
  • Brady Jake Law Fuller

View on SEC IAPD

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