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Derek Ezra Tanuvasa

Soltis Investment Advisors, LLC

Salt Lake City, UT

St. George, UT

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Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-08-15
  • UT RA
    APPROVED
    Since 2023-08-15

Branch Locations

222 S Main Ste 1776, Salt Lake City, UT 84101 • United States

20 North Main St Suite 400, St. George, UT 84770 • 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
Utah Valley University Orem UT 08/2015 12/2018
Vivint, Inc. Provo UT 05/2016 04/2017
Merrill Lynch - Bank Of America Salt Lake City UT 06/2018 08/2018
Fidelity Brokerage Services, Llc American Fork UT 01/2019 04/2021
Firstpurpose Wealth Orem UT 04/2021 01/2022
Dfpg Investments, Llc Sandy UT 05/2021 01/2022
Fidelity Investments Salt Lake City UT 01/2022 07/2023
Soltis Investment Advisors Llc St George UT 08/2023 Present
  • 08/2015 → 12/2018
    Utah Valley University
    Orem, UT
  • 05/2016 → 04/2017
    Vivint, Inc.
    Provo, UT
  • 06/2018 → 08/2018
    Merrill Lynch - Bank Of America
    Salt Lake City, UT
  • 01/2019 → 04/2021
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 04/2021 → 01/2022
    Firstpurpose Wealth
    Orem, UT
  • 05/2021 → 01/2022
    Dfpg Investments, Llc
    Sandy, UT
  • 01/2022 → 07/2023
    Fidelity Investments
    Salt Lake City, UT
  • 08/2023 → Present
    Soltis Investment Advisors Llc
    St George, UT
Previous Registrations
  • 2022-03-25 → 2023-08-01
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-05-04 → 2022-01-14
    Diversify Wealth Management Llc
    Orem, UT
  • 2021-03-04 → 2021-05-14
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
S63 Uniform Securities Agent State Law Examination 2019-04-12
  • S66 Uniform Combined State Law Examination
    2021-03-01
  • S63 Uniform Securities Agent State Law Examination
    2019-04-12
Designations
Other Names
  • Derek Tanuvasa

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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