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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-18 |
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 |
|---|---|---|---|---|
| Usmc | Kaneohe Bay | HI | 10/2019 | 05/2022 |
| Jcw'sLlc | Lehi | UT | 09/2017 | 05/2019 |
| Not Employed | Lehi | UT | 05/2019 | 10/2019 |
| Not Employed | Lehi | UT | 02/2013 | 09/2017 |
| Brundage Bone | Lehi | UT | 07/2022 | 11/2022 |
| Fidelity Investments | American Fork | UT | 02/2023 | Present |
| Utah Valley University | Orem | UT | 08/2022 | 01/2023 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 03/2026 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-09 |
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