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Advisor at B.O.S.S. RETIREMENT ADVISORS, LLC
Salt Lake City, 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 | Oct 18, 2018 | n/a | yes | LEHI, UT|Salt Lake City, UT | Current employment |
| COLUMBIA ADVISORY PARTNERS, LLC | Independent wealth | Jun 30, 2016 | Oct 8, 2018 | no | Sandy, UT | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Mar 2, 2015 | Jun 29, 2016 | no | MIDVALE, UT|WHEATON, IL|Sandy, UT | Previous registration |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Nov 12, 2014 | Feb 26, 2015 | no | MURRAY, UT|KAYSVILLE, UT|Carpinteria, CA|Kaysville, UT|Salt Lake City, UT | Previous registration |
| GWN SECURITIES INC. | Bd affiliated wealth | Feb 28, 2011 | Nov 11, 2014 | no | PALM BEACH GARDENS, FL|Kaysville, UT|Murray, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS, LLC | B.O.S.S. RETIREMENT ADVISORS, LLC | Oct 8, 2018 | Oct 18, 2018 | 10 | Firm change | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | COLUMBIA ADVISORY PARTNERS, LLC | Jun 29, 2016 | Jun 30, 2016 | 1 | Firm change | Other |
| PLANMEMBER SECURITIES CORPORATION | BROOKSTONE CAPITAL MANAGEMENT LLC | Feb 26, 2015 | Mar 2, 2015 | 4 | Firm change | Other |
| GWN SECURITIES INC. | PLANMEMBER SECURITIES CORPORATION | Nov 11, 2014 | Nov 12, 2014 | 1 | Firm change | Other |