Garrett Steven Allen

Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2016 → 04/2024
  Fidelity Investments
  Salt Lake City, UT
• 04/2024 → 03/2025
  Summit Global Investments
  Bountiful, UT
• 06/2025 → 01/2026
  Soltis Investment Advisors Llc
  Salt Lake City, UT
• 01/2026 → Present
  Your Ia
  St George, UT

Previous Registrations

• 2025-07-09 → 2026-01-16
  Soltis Investment Advisors, Llc
  Salt Lake City, UT

Other Businesses

OAA#: 40518 | Org Name:Church of Jesus Christ of Latter Day Sai | Org Addr:Salt Lake City, UT, US | Nature of Bus:To help others learn and grow in their faith. | Invst Rel:N | Title:The Church of Jesus Christ of Latter Say Saints | Duties:I work with the sound,light, and other technical equipment used in producing events and broadcasts. | Start Dt:01/25/2016 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0 OAA#: 45109 | Org Name:Free Lance | Org Addr:Salt lake City, UT, US | Nature of Bus:Supporting technical theatre needs. | Invst Rel:N | Title:Self employeed | Duties:I will work doing video visual skills supporting shows and technical events. | Start Dt:08/16/2016 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:3

Exams

• S66 Uniform Combined State Law Examination
  2025-07-08
• S63 Uniform Securities Agent State Law Examination
  2016-03-11