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Advisor at B.O.S.S. RETIREMENT ADVISORS, LLC
Meridian, ID | 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 | Sep 9, 2024 | n/a | yes | LEHI, UT|Meridian, ID | Current employment |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | Dec 4, 2008 | Nov 30, 2009 | no | FRESNO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 20, 2007 | Sep 18, 2008 | no | SANTA BARBARA, CA|FORT MILL, SC|SANTA BARBARA, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 11, 2005 | Oct 25, 2007 | no | SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS, INC. | B.O.S.S. RETIREMENT ADVISORS, LLC | Nov 30, 2009 | Sep 9, 2024 | 5,397 | Firm change after gap | Other |
| LPL FINANCIAL LLC | SCF INVESTMENT ADVISORS, INC. | Sep 18, 2008 | Dec 4, 2008 | 77 | Firm change | Other |
| STRATEGIC ADVISERS LLC | LPL FINANCIAL LLC | Oct 25, 2007 | Nov 20, 2007 | 26 | Firm change | Other |