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Inactive

Lisa Keleigh George

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

Lehi, UT

Kirkland, WA

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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
WA RA APPROVED 2024-07-05
  • WA RA
    APPROVED
    Since 2024-07-05

Branch Locations

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

10210 Ne Points Drive Suite 110, Kirkland, WA 98033 • 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 09/2022 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 09/2022 Present
Clothes For Kids Edmonds WA 08/2016 08/2022
Maplewood Presbyterian Church Edmonds WA 02/2011 07/2019
  • 09/2022 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 09/2022 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 08/2016 → 08/2022
    Clothes For Kids
    Edmonds, WA
  • 02/2011 → 07/2019
    Maplewood Presbyterian Church
    Edmonds, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-29
  • S65 Uniform Investment Adviser Law Examination
    2024-06-29

View on SEC IAPD

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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
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