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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-21 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Palm Beach Gardens | FL | 04/2016 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Palm Beach Gardens | FL | 04/2016 | 11/2020 |
| Hbks Wealth Advisors | Stuart | FL | 11/2020 | 04/2021 |
| Soltis Investment Advisors Llc | St George | UT | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
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