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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-20 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1575 S River Rd., St. George, UT 84790 • United States
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-12-11 |
Branch Locations
136 E Riverside Dr., Suite 101, St. George, UT 84790 • United States
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 | 02/2023 | Present |
| N/A | Manti | UT | 09/2006 | 05/2022 |
| Lendingclub | Lehi | UT | 05/2022 | 02/2023 |
| B.O.S.S. Retirement Solutions | Lehi | UT | 02/2023 | Present |
| Rfg Advisory Llc Dba Olson Strategic Wealth | St. George | UT | 08/2026 | Present |
1) Olson Strategic Planning; YES; 1575 S River Rd., St. Georg, UT 84790; DBA; IAR; Start: 08/14/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 08/14/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
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