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Advisor at B.O.S.S. RETIREMENT ADVISORS, LLC
ST. GEORGE, 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 | Nov 30, 2021 | n/a | yes | ST. GEORGE, UT | Current employment |
| ARISTA WEALTH MANAGEMENT, LLC | Independent wealth | Feb 11, 2021 | Nov 10, 2021 | no | LAS VEGAS, NV | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 19, 2020 | Dec 22, 2020 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARISTA WEALTH MANAGEMENT, LLC | B.O.S.S. RETIREMENT ADVISORS, LLC | Nov 10, 2021 | Nov 30, 2021 | 20 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ARISTA WEALTH MANAGEMENT, LLC | Dec 22, 2020 | Feb 11, 2021 | 51 | Firm change | Ibd to RIA |