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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-03-13 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Financial | Henderson | NV | 07/2015 | 09/2019 |
| Skyoak Wealth | Las Vegas | NV | 09/2019 | 06/2020 |
| Skyoak Wealth Management | Las Vegas | NV | 06/2020 | 02/2026 |
| Soltis Investment Advisors, Llc | Henderson | NV | 03/2026 | Present |
1) Nasri Academy for Gifted Children ^ No ^ 5300 El Camino Road, Las Vegas, NV 89119 ^ Private school offering K - 8th Grade ^ Board of Trustees as well as Financial Management Committee ^ 7/11/18 ^ 0 hr/mo during market hours ^ 4 hrs/mo outside of market hours ^ I conduct meetings and help best appropriate funds of the school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-27 |
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