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Advisor at B.O.S.S. RETIREMENT ADVISORS, LLC
LEHI, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| B.O.S.S. RETIREMENT ADVISORS, LLC | Independent wealth | Jul 17, 2025 | n/a | yes | LEHI, UT | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 30, 2023 | Jul 17, 2025 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 7, 2020 | Jun 13, 2022 | no | AMERICAN FORK, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | B.O.S.S. RETIREMENT ADVISORS, LLC | Jul 17, 2025 | Jul 17, 2025 | 0 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | WELLS FARGO ADVISORS | Jun 13, 2022 | May 30, 2023 | 351 | Firm change | Ibd to wirehouse |