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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 | 2020-01-13 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | St. George | UT | 07/2018 | 01/2020 |
| America First Credit Union | St. George | UT | 12/2017 | 07/2018 |
| Unemployed | St. George | UT | 10/2017 | 12/2017 |
| Ricardo's Restaraunt | St. George | UT | 03/2016 | 10/2017 |
| Soltis Investment Advisors | St George | UT | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-17 |
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