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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-22 |
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 |
|---|---|---|---|---|
| Graham Enterprises | Syracuse | UT | 03/2020 | 09/2020 |
| Mountain Wave Advisors | North Salt Lake | UT | 01/2021 | 03/2022 |
| Davis High School | Kaysville | UT | 08/2014 | 06/2017 |
| Utah Valley University | Orem | UT | 08/2019 | 05/2023 |
| Church Of Jesus Christ Of Latter-Day Saints | Montreal | 06/2017 | 06/2019 | |
| Fidelity Investments | Salt Lake City | UT | 05/2023 | Present |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 07/2026 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-03 |
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