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Inactive

Tricia Eliason

Private Advisory

Redmond, WA

Lehi, UT

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-17
  • UT RA
    APPROVED
    Since 2026-02-17

Branch Locations

16880 Ne 79Th Street, Redmond, WA 98052 • United States

1557 W Innovation Way Suite 500 (5Th Floor), Lehi, UT 84043 • 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
Edelman Financial Services Llc Fairfax VA 01/2015 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 03/2022
Financial Engines Advisors L.L.C. Santa Clara CA 03/2022 02/2026
Private Advisory Lehi UT 02/2026 Present
  • 01/2015 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 03/2022
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 03/2022 → 02/2026
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 02/2026 → Present
    Private Advisory
    Lehi, UT
Previous Registrations
  • 2018-11-01 → 2026-02-20
    Edelman Financial Engines
    Salt Lake City, UT
    Salt Lake City, UT
  • 2015-01-14 → 2018-11-01
    Edelman Financial Services, Llc
    Salt Lake, UT
    Fairfax, VA
  • 2012-03-09 → 2015-01-14
    Harrisdirect Llc
    Arlington, VA
  • 2010-08-23 → 2012-03-08
    Morgan Stanley
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-21
S63 Uniform Securities Agent State Law Examination 1992-01-03
  • S65 Uniform Investment Adviser Law Examination
    2010-08-21
  • S63 Uniform Securities Agent State Law Examination
    1992-01-03
Other Names
  • Tricia Boss
  • Tricia Boss

View on SEC IAPD

Other Firms

SUNRISE PLANNING & ADVISORY LLC
FIREBRAND WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
TRUVISTA ADVISORS LLC
OSAIC WEALTH, INC.

Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

More in Redmond, WA

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