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Timothy Matthew Brann

Soltis Investment Advisors, LLC

Salt Lake City, UT

St. George, UT

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Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-03
TX RA APPROVED 2019-04-26
  • UT RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED
    Since 2019-04-26

Branch Locations

222 S Main Ste 1776, Salt Lake City, UT 84101 • United States

20 North Main St Suite 400, St. George, UT 84770 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bp Wealth Management, Llc Plano TX 10/2014 11/2016
Slatestone Wealth, Llc Jupiter FL 10/2017 12/2018
Unemployed Fort Worth TX 12/2016 09/2017
Soltis Investment Advisors Llc Salt Lake City UT 01/2019 Present
Previous Registrations
  • 2017-10-27 → 2019-01-07
    Slatestone Wealth Llc
    Southlake, TX
    Grapevine, TX
    Jupiter, FL
  • 2014-11-04 → 2016-10-28
    Svb Wealth
    Plano, TX
  • 2012-07-17 → 2014-11-26
    Banyan Partners, Llc
    Keller, TX
  • 2009-04-13 → 2010-03-01
    Surety Wealth Management
    Southlake, TX
    Irving, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-12
  • S63 Uniform Securities Agent State Law Examination
    1998-10-12
Designations
Other Names
  • Matt Brann

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
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