B.O.S.S. RETIREMENT ADVISORS, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 171143). Regulatory assets under management: $1.4B. This firm reports disciplinary history on Form ADV.
Compensation: Fixed, Other.
Clients served: Individuals, Charities.
| Name | Role | Location |
|---|---|---|
| Tyson Paul Thacker | CO-FOUNDER | — |
| Ryan Thacker | CO-FOUNDER | — |
| Curtis Gardiner Packer | CCO | — |
| Brent Richard Dewsnup | CHIEF OPERATING OFFICER | — |
| Landry Leach | CHIEF REVENUE OFFICER | — |
| Jeffrey Ryan Morton | CHIEF MARKETING OFFICER | — |
| THACKER JOHN PAUL | CHIEF EXECUTIVE OFFICER; CO-FOUNDER | — |
| THACKER RYAN | CO-FOUNDER; PRESIDENT | — |
| Packer Curtis Gardiner | CCO | — |
| MAYNES CHARLES A | CCO | — |
| DEWSNUP BRENT RICHARD | CHIEF OPERATING OFFICER | — |
| Leach Landry | CHIEF REVENUE OFFICER | — |
| Blank Jonathan | CHIEF MARKETING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2011-07-05 | regulatory | MR. THACKER REFERRED A MORTGAGE LOAN FILE TO ANOTHER MORTGAGE COMPANY AND ACCEPTED A BROKER FEE FROM THE LOAN CLOSING AS COMPENSATION FOR THE REFERRAL. MR. THACKER WAS LED TO BELIEVE THAT THE OTHER MORTGAGE COMPANY WAS A LENDER. | Final | $500 |
| — | civil | — | — | — |