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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-11 |
Branch Locations
2600 W Executive Parkway Ste 120, Lehi, UT 84043 • United States
20 North Main St Suite 400, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Architecture | Provo | UT | 07/2015 | 10/2018 |
| Utah Valley University | Orem | UT | 01/2016 | 05/2021 |
| Brick Oven | Provo | UT | 05/2016 | 10/2016 |
| Blue Raven Solar | Orem | UT | 10/2018 | 06/2019 |
| Ace/Stokes | Salem | UT | 07/2019 | 09/2019 |
| Money Nosh | Salem | UT | 06/2020 | 08/2020 |
| Capital Wealth Advisors | Lehi | UT | 04/2021 | 06/2021 |
| Texas Tech University | Salem | UT | 06/2021 | 07/2021 |
| Confident Financial | Salem | UT | 07/2021 | 03/2025 |
| Propr Financial Wellness | Salem | UT | 03/2022 | 04/2022 |
| Utah Valley University | Orem | UT | 05/2023 | 06/2023 |
| Soltis Investment Advisors Llc | Lehi | UT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-05 |
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