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Inactive

Boris Mandich

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

Lehi, UT

Kirkland, WA

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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
WA RA APPROVED 2025-10-02
  • WA RA
    APPROVED
    Since 2025-10-02

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

10210 Ne Points Drive Suite 110, Kirkland, WA 98033 • 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
Fisher Investments Woodside CA 01/2004 06/2022
Dewitt & Dunn Financial Services, Llc Addison TX 06/2022 08/2022
B.O.S.S. Retirement Solutions, Llc Lehi UT 08/2025 Present
B.O.S.S. Retirement Advisors, Llc Lehi UT 08/2025 Present
N/A Dallas TX 08/2022 08/2025
  • 01/2004 → 06/2022
    Fisher Investments
    Woodside, CA
  • 06/2022 → 08/2022
    Dewitt & Dunn Financial Services, Llc
    Addison, TX
  • 08/2025 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 08/2025 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 08/2022 → 08/2025
    N/A
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
S66 Uniform Combined State Law Examination 2002-11-27
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
  • S66 Uniform Combined State Law Examination
    2002-11-27

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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