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Robert Bruce Merrell

Soltis Investment Advisors, LLC

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
WA RA APPROVED 2018-04-13
  • WA RA
    APPROVED
    Since 2018-04-13

Branch Locations

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
Definitive Advisors Llc Mercer Island WA 12/2011 12/2017
Vistage International San Diego CA 12/2012 Present
Soltis Investment Advisors Llc St George UT 01/2018 Present
  • 12/2011 → 12/2017
    Definitive Advisors Llc
    Mercer Island, WA
  • 12/2012 → Present
    Vistage International
    San Diego, CA
  • 01/2018 → Present
    Soltis Investment Advisors Llc
    St George, UT
Previous Registrations
  • 2012-05-02 → 2018-04-10
    Definitive Advisors Llc
    Bellevue, WA
Other Businesses

BROWZ LLC, CHAIRMAN, DRAPER, UT NON-INVESTMENT RELATED SAAS BUSINESS THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS, NORTH AMERICA NORTHWEST AREA, AREA SEVENTY. 20-60 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-19
  • S65 Uniform Investment Adviser Law Examination
    2012-03-19

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE
SURGE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry
Eric Jon Andra
JAMES BRYAN WASHBURN
DAVID DEAN POLATIS
Tyler Preston Eliason
KEVIN DEVONTE RORIE

Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

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