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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baylor University | Waco | TX | 08/2014 | 05/2018 |
| Unemployed | Keller | TX | 05/2018 | 11/2018 |
| Glen Alan Salon | Southlake | TX | 04/2016 | 06/2018 |
| Clarivate Analytics | San Francisco | CA | 06/2017 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 01/2020 |
| 49 Financial | Austin | TX | 01/2020 | 07/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2020 | 07/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 03/2025 | 09/2025 |
| Soltis Investment Advisors Llc | Southlake | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-23 |
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