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Christopher Joel Dolan

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

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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
UT RA APPROVED 2025-03-27
  • UT RA
    APPROVED
    Since 2025-03-27

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • 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
Robert W Baird & Co. Seattle WA 01/2016 03/2023
Madison Avenue Securities San Diego CA 03/2023 03/2025
Ea Buck Financial Bellevue WA 03/2023 03/2025
B.O.S.S. Retirement Solutions, Llc Lehi UT 03/2025 Present
B.O.S.S. Retirement Advisors, Llc Lehi UT 03/2025 Present
  • 01/2016 → 03/2023
    Robert W Baird & Co.
    Seattle, WA
  • 03/2023 → 03/2025
    Madison Avenue Securities
    San Diego, CA
  • 03/2023 → 03/2025
    Ea Buck Financial
    Bellevue, WA
  • 03/2025 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 03/2025 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-11
S63 Uniform Securities Agent State Law Examination 2006-03-08
  • S66 Uniform Combined State Law Examination
    2008-09-11
  • S63 Uniform Securities Agent State Law Examination
    2006-03-08
Designations
Other Names
  • Christopher Dolan
  • Christopher Joel Dolan
  • Christopher Joel Dolan

View on SEC IAPD

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MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
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WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
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