BB
Bo L. Brower
DESERT ROSE CAPITAL MANAGEMENT
Lehi, UT
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CRD#: 4417603
BB
Professional summary
Bo Leslie Brower is a registered financial advisor currently at DESERT ROSE CAPITAL MANAGEMENT, INC. located in Lehi, Utah.
Bo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bo has worked at 3 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bo Leslie Brower's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 15, 2025 - Present
DESERT ROSE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 154331
Lehi, UT
Past
February 11, 2021 - December 31, 2023
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Lehi, UT
Past
December 11, 2020 - December 31, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Lehi, UT
Past
August 10, 2001 - March 30, 2009
PRIVATE CONSULTING GROUP, INC.
BD
CRD#: 45053
BOUNTIFUL, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DR
DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT INC. | DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD#: 154331 / SEC#: 801-124883
RIA
Registered Investment Advisory firm - (5/3/2022 Approved)Arizona
Registered Investment Advisory firm - (5/16/2022 Terminated)California
Registered Investment Advisory firm - (6/15/2022 Terminated)Idaho
Registered Investment Advisory firm - (5/16/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/31/2022 Terminated)North Carolina
Registered Investment Advisory firm - (12/14/2017 Terminated)Oregon
Registered Investment Advisory firm - (8/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/16/2022 Terminated)Utah
Registered Investment Advisory firm - (5/16/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(12/15/2025)
IAR
Utah(12/16/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
DR
DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT INC. | DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD#: 154331 / SEC#: 801-124883
RIA
Registered Investment Advisory firm - (5/3/2022 Approved)Arizona
Registered Investment Advisory firm - (5/16/2022 Terminated)California
Registered Investment Advisory firm - (6/15/2022 Terminated)Idaho
Registered Investment Advisory firm - (5/16/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/31/2022 Terminated)North Carolina
Registered Investment Advisory firm - (12/14/2017 Terminated)Oregon
Registered Investment Advisory firm - (8/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/16/2022 Terminated)Utah
Registered Investment Advisory firm - (5/16/2022 Terminated)PREMIUM
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Contact information
Main Address
2929 W. Navigator Drive Ste. 320, Meridian, ID 83642
Mailing Address
Phone number
(208) 297-2710
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,144 |
| AUM (Assets Under Management) | $ 192,134,096 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
