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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-27 |
Branch Locations
2225 Washington Blvd., Suite 150, Ogden, UT 84401 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Midvale | UT | 02/2011 | 12/2017 |
| Triad Advisors | Midvale | UT | 12/2017 | 05/2019 |
| Soltis Investment Advisors Llc | St. George | UT | 05/2019 | 12/2019 |
| Wells Fargo Advisors | Salt Lake City | UT | 01/2020 | 07/2020 |
| Raymond James Financial Services, Inc | Salt Lake City | UT | 07/2020 | 02/2024 |
| B.O.S.S. Retirement Advisors, Llc | Ogden | UT | 02/2024 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 02/2024 | Present |
(1) Owner of KLEH Octopus LLC, a non-investment related home business entity established in 2020. Activities include art and writing sales, and represent less than 20 hours per month outside of normal trading hours. (2) Board Council Member of South Jordan Arts Council, a non-investment related South Jordan, UT civic organization, since 2020. Activities include assisting in the coordination of various civic art activities, and represent a few hours per month outside of normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-30 |
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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