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B.o.s.s. Retirement Advisors, LLC CRD 171143
$1.38B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-18 |
| UT | RA | APPROVED | 2016-03-22 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
2825 E. Cottonwood Pkwy, Suite 380, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| Boss Retirement Advisors, Llc | Lehi | UT | 03/2016 | Present |
| Boss Retirement Solutions, Llc | Lehi | UT | 03/2016 | Present |
Owner of EA Teton Rentals, LLC, a non-investment real estate business located in UT. Activity began in 2023 and represents less that 5 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-26 |
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