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Inactive

Shay Nicole Nelson

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

Lehi, UT

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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
ID RA APPROVED 2023-11-15
  • ID RA
    APPROVED
    Since 2023-11-15

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 Advisors, Llc Lehi UT 10/2021 Present
Orangetheory Colorado Springs CO 10/2020 07/2021
Treehouse Pr Durango CO 01/2020 02/2020
The Rochester Hotel & Leland House Durango CO 06/2017 12/2019
N/A Durango CO 09/2011 05/2018
N/A Elbert CO 03/2020 09/2020
  • 10/2021 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 10/2020 → 07/2021
    Orangetheory
    Colorado Springs, CO
  • 01/2020 → 02/2020
    Treehouse Pr
    Durango, CO
  • 06/2017 → 12/2019
    The Rochester Hotel & Leland House
    Durango, CO
  • 09/2011 → 05/2018
    N/A
    Durango, CO
  • 03/2020 → 09/2020
    N/A
    Elbert, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-25
  • S65 Uniform Investment Adviser Law Examination
    2023-05-25
Other Names
  • Shay Nicole Calhoun

View on SEC IAPD

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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

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