Best Investors Account Sign in
Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-18
  • TX RA
    APPROVED
    Since 2023-04-18

Branch Locations

20 North Main St Suite 400, St. George, UT 84770 • United States

500 E Hwy 114 Ste 100, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfo4Life Coppell TX 09/2021 12/2022
Txfp Consulting, Llc Cedar Park TX 01/2021 Present
Home Depot Cedar Park TX 07/2021 08/2021
Texas A & M College Station TX 08/2018 08/2021
La Quinta College Station TX 10/2019 12/2019
All About Finance Blog College Station TX 01/2020 01/2021
High Hopes Cedar Park TX 05/2018 08/2018
Leander High School Leander TX 08/2014 05/2018
Ymca Cedar Park TX 03/2016 08/2018
Ausdal Financial Partners, Inc Davenport IA 09/2021 12/2022
Soltis Investment Advisors Llc St George UT 04/2023 Present
  • 09/2021 → 12/2022
    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
    St George, UT
Previous Registrations
  • 2022-07-26 → 2023-01-05
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-15
  • S66 Uniform Combined State Law Examination
    2022-03-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. George, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor