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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 01/2016 | 04/2024 |
| Summit Global Investments | Bountiful | UT | 04/2024 | 03/2025 |
| Soltis Investment Advisors Llc | Salt Lake City | UT | 06/2025 | 01/2026 |
| Your Ia | St George | UT | 01/2026 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-11 |
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