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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 22, 2026 | n/a | yes | LEHI, UT | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 30, 2026 | Jul 13, 2026 | no | FARMINGTON, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | B.O.S.S. RETIREMENT ADVISORS, LLC | Jul 13, 2026 | Jul 22, 2026 | 9 | Firm change | Ibd to RIA |