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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-05-25 |
Branch Locations
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 |
|---|---|---|---|---|
| B.O.S.S. Retirement Soluctions | Lehi | UT | 06/2018 | 06/2019 |
| Student | Lehi | UT | 09/2007 | 05/2018 |
| Church Missionary | Lehi | UT | 07/2019 | 02/2021 |
| B.O.S.S. Retirement Solutions | Lehi | UT | 03/2021 | 04/2021 |
| B.O.S.S Retirement Advisors, Llc | Lehi | UT | 05/2021 | Present |
Minority Member and Manager of T4 Enterprises, LLC, a private investment entity located at 3400 N. Ashton Blve., Suite 190. Lehi, UT, since November 2021. Activity represents less than 10 hours/week, some of which during regular trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
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