This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOS ASSET MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 18, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Oct 18, 1995

First registration

Sep 14, 2007

Dual registered

no

IAPD individual key

2667804

• Occurred

  Apr 5, 2023
  Advisor changed firm

  Michael Craig Metz left Lpl Financial Llc for Bos Asset Management, Llc (registered 2020-12-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0106e648-8032-cc45-ac93-ea2deb98ce7c

First observed

Sep 14, 2007

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.