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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 | 2020-01-03 |
Branch Locations
222 S Main Ste 1776, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soltis Investment Advisors | Salt Lake City | UT | 11/2019 | Present |
| National Benefit Services | West Jordan | UT | 06/2016 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
| S66 | Uniform Combined State Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-17 |
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