Coltin Edward Davis

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2021 → 12/2022
  Cfo4Life
  Coppell, TX
• 01/2021 → Present
  Txfp Consulting, Llc
  Cedar Park, TX
• 07/2021 → 08/2021
  Home Depot
  Cedar Park, TX
• 08/2018 → 08/2021
  Texas A & M
  College Station, TX
• 10/2019 → 12/2019
  La Quinta
  College Station, TX
• 01/2020 → 01/2021
  All About Finance Blog
  College Station, TX
• 05/2018 → 08/2018
  High Hopes
  Cedar Park, TX
• 08/2014 → 05/2018
  Leander High School
  Leander, TX
• 03/2016 → 08/2018
  Ymca
  Cedar Park, TX
• 09/2021 → 12/2022
  Ausdal Financial Partners, Inc
  Davenport, IA
• 04/2023 → Present
  Soltis Investment Advisors Llc
  St George, UT

Previous Registrations

• 2022-07-26 → 2023-01-05
  Cfo4Life
  Coppell, TX

Other Businesses

TXFP CONSULTING; NOT INVESTMENT RELATED; CEDAR PARK, TX; OWNER/MANAGING PARTNER; ACTIVITY BEGAN 01/2021; I DEVOTE APPX 0 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS. Business is dormant. INSURANCE SALES; REGISTERED INSURANCE AGENT SINCE 09/2022; I DEVOTE APPX 0 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS. I RECEIVE COMMISSIONS THROUGH THE SALE OF INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-15