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Advisor at B.O.S.S. RETIREMENT ADVISORS, LLC
Provo, UT | 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 | Apr 8, 2024 | n/a | yes | Provo, UT|LEHI, UT | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 10, 2023 | Mar 26, 2024 | no | West Jordan, UT|South Jordan, UT|DENVER, CO | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | May 4, 2021 | Jul 17, 2023 | no | ENGLEWOOD, CO|ENGLEWOOD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | B.O.S.S. RETIREMENT ADVISORS, LLC | Mar 26, 2024 | Apr 8, 2024 | 13 | Firm change | Ibd to RIA |
| PRUCO SECURITIES, LLC | MML INVESTORS SERVICES, LLC | Jul 17, 2023 | Aug 10, 2023 | 24 | Firm change | Ibd to ibd |