Best Investors Account Sign in
Inactive

David Whitworth

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

Lehi, UT

Claim This Profile
Current Employers
B.O.S.S. Retirement Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-01
UT RA APPROVED 2017-02-27
  • TX RA
    APPROVED_RES
    Since 2021-12-01
  • UT RA
    APPROVED
    Since 2017-02-27

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
B.O.S.S. Retirement Solutions, Llc Lehi UT 01/2013 Present
B.O.S.S. Retirement Advisors, Llc Lehi UT 01/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-24
  • S65 Uniform Investment Adviser Law Examination
    2017-02-24

View on SEC IAPD

Other Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor