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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-09-15 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rlk Com Llc | Price | UT | 09/2009 | 08/2017 |
| Soltis Investment Advisors Llc | St George | UT | 08/2017 | Present |
1) RLK COM LLC, Non-Investment related. RLK COM LLC is comprised of 7 different businesses in the retail and hospitality industries. PO Box 660, Price, Utah 84501. Former CFO/CEO. Still currently processing payroll and tax filing. Sept 2009. 30-45 Hours per month. All hours are on weekends or 8-10 pm when on weekday nights. Compiling/Processing Payroll, Garnishments/401(K)/HSA Processing, Bi-Weekly Payroll Tax Filing, Monthly and Quarterly State and Federal Tax Reporting. I am currently transitioning out of this position dependent upon my replacements being fully trained. I anticipate this to take no longer than 4-6 months. 2) Eating Disorder Consultant, Non-Investment related. Consultant. Jan 2016-Current. Provide support to individuals with Eating Disorders; online forums, phone consultations, and eating plans. 3-5 Hours per month. 3) Triathlon Coach, Non-Investment related. Coaching. February 2015-Current. Personalized weekly programs, Goal and Training Assessments, Race Day Nutrition and Race Plans. 5-8 Hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
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