Welcome to BOE Advisory LLC ("BOE Advisory," "we," "us," or "our"). These Terms of Service ("Terms" or "Agreement") govern your access to and use of our website located at www.boeadvis.shop (the "Website") and the securities services we provide (the "Services"). By accessing our Website or engaging our Services, you agree to be bound by these Terms.
These Terms constitute a legally binding agreement between you and BOE Advisory LLC, a limited liability company organized under the laws of the State of Wyoming, United States, with its principal place of business at 300 N Center St Ste 6, Casper, WY 82601. If you are entering into these Terms on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms.
If you do not agree with any part of these Terms, you must not access our Website or use our Services. Your continued use of the Website or Services constitutes your acceptance of these Terms and any updates or modifications we may make. We reserve the right to modify these Terms at any time, and such changes will be effective upon posting on this page.
These Terms apply to all visitors, users, and clients, regardless of whether you are simply browsing our Website or have entered into a separate service agreement with us. Where a separate written service agreement exists, the terms of that agreement shall take precedence in the event of any conflict with these Terms regarding the specific services covered by that agreement.
Securities transactions are subject to extensive regulation. Nothing in these Terms is intended to override any applicable securities, banking, or other regulatory requirement. Where any provision of these Terms conflicts with an applicable regulatory requirement, the regulatory requirement controls.
For the purposes of these Terms, the following definitions apply:
BOE Advisory LLC provides a range of securities services. Our core service offerings include the following:
We provide banking, investment and investment banking services structured to support capital raising and securities transactions. These services are tailored to the specific requirements of each Client and are governed by a separate service agreement.
We operate securities brokerages and brokers' offices providing orderly execution for investor transactions. Our brokerage services include brokerages (securities), securities brokerages, discount securities brokerages, online securities brokerages, and securities brokers' offices.
We act as a principal in dealing Securities to investors across multiple product lines. Our dealing activities include securities dealers, securities dealing, securities distributing, bond dealing, commercial paper dealing, and the dealing of commercial paper — each conducted as a principal transaction with the Client.
We operate bond brokerages facilitating bond transactions for investors with clear pricing, orderly execution, and disciplined controls.
We operate mutual fund agencies (brokerages) and mutual fund agents' (brokers') offices supporting fund distribution and investor access.
We operate certificate of deposit (CD) brokers' offices and commercial note brokers' offices supporting CD and commercial note transactions for investors.
We make markets for Securities by quoting prices at which we are prepared to buy or sell, providing liquidity and orderly execution. Our market-making activities apply consistent quoting, disciplined risk management, and proper documentation.
The specific scope, pricing, and deliverables for any Service engagement are defined in a separate service agreement between BOE Advisory LLC and the Client. These Terms govern the general use of our Website and serve as the baseline terms for all Service engagements unless modified by a separate written agreement.
Certain Services — particularly securities brokerages, securities dealing, market making, and investment banking — are subject to additional legal, regulatory, or contractual requirements imposed by the applicable Regulator or the Client's own policies. Where applicable, those requirements are incorporated into the engagement and may override inconsistent provisions of these Terms with respect to that engagement.
All Content on our Website, including but not limited to text, graphics, logos, images, and design elements, is the property of BOE Advisory LLC or its licensors and is protected by Intellectual Property Rights under applicable law. You may not reproduce, distribute, modify, create derivative works of, publicly display, or otherwise exploit any Content from our Website without our prior written consent.
You are granted a limited, non-exclusive, non-transferable license to access and view the Content on our Website for your personal, non-commercial use. This license does not include any right to download, copy, or redistribute Content without express permission. All trademarks, service marks, and trade names displayed on our Website are the property of BOE Advisory LLC or their respective owners.
Intellectual property rights in Deliverables produced during a Service engagement are governed by the terms of the applicable service agreement. Unless otherwise specified in a written agreement, BOE Advisory LLC retains ownership of its pre-existing methodologies, tools, templates, and proprietary processes used in the course of providing Services. Confirmations, statements, and transaction records are provided to the Client as required by applicable securities rules and the service agreement.
If you submit information, feedback, or other content to us through our Website or in the course of engaging our Services, you retain ownership of that content. By submitting it, you grant us a non-exclusive, royalty-free license to use, reproduce, and process that content as necessary to provide our Services and operate our business. You represent and warrant that you have the right to submit such content and that it does not infringe the rights of any third party.
Fees for our Services are determined on a per-engagement or per-transaction basis and are specified in the applicable service agreement. Unless otherwise agreed in writing, the following general payment terms apply:
BOE Advisory LLC reserves the right to suspend or terminate Services if invoices remain unpaid for more than sixty (60) days, subject to the terms of the applicable service agreement, applicable law, and any continuation obligations imposed by a Regulator for regulated engagements.
Confidentiality is fundamental to our business, particularly given the sensitive nature of the client and transaction information we handle. Both parties agree to maintain the confidentiality of any non-public information disclosed by the other party in the course of engaging with our Website or Services.
Confidential Information includes, but is not limited to, business plans, financial information, account details, transaction terms, pricing, position information, client lists, trade secrets, and any other information that is reasonably understood to be confidential or proprietary based on its nature or the circumstances of disclosure.
Each party agrees to use Confidential Information solely for the purpose of providing or receiving Services, to protect it with at least the same degree of care used to protect its own confidential information (but no less than reasonable care), and not to disclose it to third parties without prior written consent, except as required by law or to employees and contractors who need to know and are bound by confidentiality obligations.
For securities brokerages, securities dealing, market making, and investment banking engagements, Confidential Information may be subject to disclosure to Regulators, clearing agencies, or other market participants as required by applicable securities rules. Such disclosures are made in accordance with the applicable regulatory framework and do not constitute a breach of this Section where permitted by law or the applicable service agreement.
Confidentiality obligations survive the termination of any service engagement and remain in effect for a period of five (5) years from the date of disclosure, or indefinitely for trade secrets and information that constitutes a trade secret under applicable law. Records subject to regulatory retention requirements, including transaction records and account information, may be retained for longer periods as required by the applicable Regulator.
BOE Advisory LLC warrants that its Services will be performed in a professional and workmanlike manner consistent with industry standards for securities brokerages, investment banking, securities dealing, and market making. If a Client identifies a deficiency in the Services within thirty (30) days of completion, BOE Advisory LLC will, at its option, re-perform the deficient work or adjust the fees, provided that the deficiency is brought to our attention in writing within the warranty period.
Our Website is provided on an "as is" and "as available" basis. To the fullest extent permitted by law, BOE Advisory LLC disclaims all warranties, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Website will be uninterrupted, error-free, or free of harmful components, or that any defects will be corrected.
Unless a written advisory agreement expressly provides otherwise, the Services consist of brokerage, dealing, market making, and investment banking execution and do not include personalized investment advice. Any information provided through the Website or in the course of the Services is general in nature and does not constitute a recommendation to buy, sell, or hold any Security. You are responsible for your own investment decisions and should obtain independent advice where appropriate.
We do not provide legal, tax, or regulatory advice through the Website or the Services, and nothing on the Website should be construed as such. Securities transactions may be subject to complex legal, tax, and regulatory requirements. Clients remain responsible for obtaining independent legal, tax, and regulatory advice where appropriate.
While we strive to deliver high-quality Services, we do not guarantee specific transaction outcomes, investment performance, market prices, or execution results. Securities markets are subject to volatility, liquidity constraints, and many factors beyond our control.
Our Website may reference or integrate third-party products, services, or resources. We make no representations or warranties regarding such third-party offerings and disclaim responsibility for their performance, availability, or content.
To the maximum extent permitted by applicable law, in no event shall BOE Advisory LLC, its officers, directors, employees, or agents be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost revenue, lost opportunity, or business interruption, arising out of or related to your use of the Website or Services, whether based on warranty, contract, tort (including negligence), or any other legal theory, even if we have been advised of the possibility of such damages.
To the maximum extent permitted by applicable law, the total aggregate liability of BOE Advisory LLC arising out of or related to these Terms or the provision of Services shall not exceed the total amount paid by the Client to BOE Advisory LLC for the specific Services giving rise to the claim during the twelve (12) months preceding the event giving rise to the liability. For engagements subject to a Regulator's contract or rule, liability caps and exclusions are governed by the applicable contract or rule to the extent it provides otherwise.
For market-making and dealing activities, our liability is further limited to the cost of re-performing or unwinding the affected transaction, provided that the Client has complied with all applicable terms and the relevant market rules. We strongly recommend that all Clients maintain appropriate insurance coverage for their securities activities.
The limitations and exclusions in this section apply to the fullest extent permitted by applicable law. Some jurisdictions do not allow the exclusion or limitation of certain types of damages, so some of the above limitations may not apply to you.
You agree to indemnify, defend, and hold harmless BOE Advisory LLC, its officers, directors, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the Website, your violation of these Terms, your violation of any applicable law or the rights of a third party, your inaccurate or incomplete information provided in connection with a Transaction, or any content or information you submit to us.
BOE Advisory LLC reserves the right, at its own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which case you will cooperate with us in asserting any available defenses. You shall not settle any matter without our prior written consent.
This indemnification obligation survives the termination of these Terms and any service engagement and is in addition to any other indemnification obligations set forth in a separate service agreement.
These Terms are effective upon your first access to our Website or engagement of our Services and remain in effect until terminated as provided herein.
BOE Advisory LLC may suspend or terminate your access to the Website at any time, with or without cause or notice, if we believe you have violated these Terms or for any other reason at our sole discretion. You may discontinue use of the Website at any time.
Service engagements may be terminated in accordance with the terms of the applicable service agreement. Unless otherwise specified, either party may terminate a service engagement with thirty (30) days written notice. Upon termination, all outstanding fees for Services performed up to the effective date of termination become immediately due and payable. For regulated engagements, termination may be subject to continuation or transition obligations imposed by the applicable Regulator, which shall take precedence to the extent required.
Upon termination, all licenses and rights granted to you under these Terms cease immediately. Provisions of these Terms that by their nature should survive termination — including but not limited to intellectual property, confidentiality, limitation of liability, and indemnification — shall survive and remain in effect.
These Terms and any dispute arising out of or related to them or to the use of our Website or Services shall be governed by and construed in accordance with the laws of the State of Wyoming, United States, without regard to its conflict of law provisions, except where a Regulator's contract or rule expressly provides otherwise.
Any legal action or proceeding arising under these Terms will be brought exclusively in the federal or state courts located in Natrona County, Wyoming, and the parties hereby irrevocably consent to the personal jurisdiction and venue therein. The United Nations Convention on Contracts for the International Sale of Goods shall not apply to these Terms.
If any provision of these Terms is found to be invalid or unenforceable by a court of competent jurisdiction, that provision shall be enforced to the maximum extent permitted by law, and the remaining provisions shall remain in full force and effect.
You agree to use our Website and Services only for lawful purposes and in compliance with all applicable laws and regulations. You agree not to engage in any of the following prohibited activities:
Violations of these acceptable use guidelines may result in immediate suspension of access and Services and, where appropriate, referral to law enforcement or Regulators.
Our Website may contain links to third-party websites, services, or resources that are not owned or controlled by BOE Advisory LLC. We provide these links for your convenience and do not endorse or warrant the content, products, or services available on such third-party sites. You access third-party sites at your own risk.
We are not responsible for the practices or content of third-party websites. We encourage you to review the terms of service and privacy policies of any third-party sites you visit. Your interactions with third-party sites are solely between you and the third party and are not governed by these Terms.
Our Services involve interactions with third-party clearing agencies, executing brokers, exchanges, and other market participants. While we select counterparties carefully, we are not responsible for their performance, solvency, or compliance. Settlement and clearance of Transactions are subject to the rules of the relevant clearing agency and market.
BOE Advisory LLC shall not be liable for any failure or delay in the performance of its obligations under these Terms or any service agreement to the extent such failure or delay is caused by events beyond its reasonable control, including but not limited to acts of God, natural disasters, epidemics or pandemics, war, terrorism, civil unrest, government actions, labor disputes, power outages, telecommunications failures, internet disruptions, market closures, trading halts, or other similar events ("Force Majeure Events").
In the event of a Force Majeure Event, BOE Advisory LLC will use commercially reasonable efforts to resume performance as soon as practicable. If a Force Majeure Event continues for more than thirty (30) days, either party may terminate the affected service engagement without penalty. Fees paid in advance for Services not performed due to a Force Majeure Event will be prorated and refunded or credited. For regulated engagements, continuation and transition obligations imposed by the applicable Regulator shall take precedence to the extent required.
The party affected by a Force Majeure Event shall promptly notify the other party of the event, its expected duration, and the steps being taken to mitigate its impact. Failure to provide timely notice may limit the protections of this section.
These Terms, together with any service agreement entered into between you and BOE Advisory LLC and any policies referenced herein, constitute the entire agreement between the parties regarding the use of our Website and Services and supersede all prior or contemporaneous agreements, communications, and understandings, whether written or oral.
If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it valid and enforceable, or if modification is not possible, shall be severed from these Terms. The remaining provisions shall continue in full force and effect.
No waiver of any provision of these Terms shall be effective unless in writing and signed by an authorized representative of BOE Advisory LLC. The failure of BOE Advisory LLC to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.
If you have any questions, comments, or concerns about these Terms of Service or our Website or Services, please contact us using the information below:
BOE Advisory LLC
300 N Center St Ste 6
Casper, WY 82601
United States
Email: support@boeadvis.shop
Phone: +1 806 955 8965
By using our Website or engaging our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. We appreciate your trust in BOE Advisory LLC and are committed to delivering securities services with clarity and disciplined execution.