Best Investors Account Sign in
Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-02-01
  • UT RA
    APPROVED
    Since 2022-02-01

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
Fidelity Brokerage Services, Llc American Fork UT 01/2016 04/2017
Fidelity Brokerage Services Llc American Fork UT 04/2017 02/2019
Fidelity Brokerage Services Llc Salt Lake City UT 02/2019 09/2019
Fidelity Brokerage Services Llc Salt Lake City UT 09/2019 01/2022
Soltis Investment Advisors Llc Salt Lake City UT 01/2022 Present
  • 01/2016 → 04/2017
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 04/2017 → 02/2019
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 02/2019 → 09/2019
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 09/2019 → 01/2022
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 01/2022 → Present
    Salt Lake City, UT
Previous Registrations
  • 2019-07-01 → 2022-01-11
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-15
S63 Uniform Securities Agent State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2019-02-15
  • S63 Uniform Securities Agent State Law Examination
    2016-02-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor