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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-13 |
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 Advisors, Llc | Lehi | UT | 04/2022 | Present |
| Certainteed | Lehi | UT | 03/2020 | 04/2022 |
| Jordon School District | Jordan | UT | 08/2019 | 02/2020 |
| Kelly Services | Salt Lake City | UT | 08/2018 | 07/2019 |
| Alpine School District | Salt Lake City | UT | 08/2017 | 08/2018 |
| N/A | Provo | UT | 08/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
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