AARON LEE BOEHM is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with COPIA WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COPIA WEALTH MANAGEMENT | 2022-01-14 | present | Yes |
| ARBOR POINT ADVISORS | 2020-11-06 | 2021-12-31 | — |
| KMS FINANCIAL SERVICES, INC. | 2011-08-04 | 2020-11-06 | — |
| LPL FINANCIAL LLC | 2009-11-13 | 2011-07-05 | — |
| CHARLES SCHWAB & CO., INC. | 2008-06-20 | 2009-11-25 | — |