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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 | Mar 13, 2024 | n/a | yes | LEHI, UT | Current employment |
| REGENTS PARTNERS, LLC | Independent wealth | Nov 14, 2022 | May 16, 2023 | no | FARMINGTON, UT | Previous registration |
| FORESIGHT WEALTH MANAGEMENT, LLC | Former SEC adviser | Sep 28, 2020 | Nov 7, 2022 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGENTS PARTNERS, LLC | B.O.S.S. RETIREMENT ADVISORS, LLC | May 16, 2023 | Mar 13, 2024 | 302 | Firm change | RIA to RIA |
| FORESIGHT WEALTH MANAGEMENT, LLC | REGENTS PARTNERS, LLC | Nov 7, 2022 | Nov 14, 2022 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153881:322915:UT:2022-11-07 | Nov 7, 2022 | Nov 14, 2022 | DRAPER, UT | Firm change |