Timothy Matthew Brann

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 11/2016
  Bp Wealth Management, Llc
  Plano, TX
• 10/2017 → 12/2018
  Slatestone Wealth, Llc
  Jupiter, FL
• 12/2016 → 09/2017
  Unemployed
  Fort Worth, TX
• 01/2019 → Present
  Soltis Investment Advisors Llc
  Salt Lake City, UT

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

• S63 Uniform Securities Agent State Law Examination
  1998-10-12

Designations

• Chartered Financial Analyst

Other Names

• Matt Brann