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Wade Riley Holmstead

Soltis Investment Advisors, LLC

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 2024-10-17
  • UT RA
    APPROVED
    Since 2024-10-17

Branch Locations

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
Snow Canyon High School St George UT 10/2014 05/2017
Soltis Investment Advisors Llc St George UT 05/2024 Present
Soltis Investment Advisors Llc Salt Lake City UT 05/2023 08/2023
St George Ford St George UT 05/2020 08/2020
Brigham Young University Provo UT 09/2019 04/2024
Notable Woodworking Springville UT 05/2022 12/2022
The Church Of Jesus Christ Of Latter Day Saints Milan 07/2017 07/2019
Byu Testing Center Provo UT 09/2020 12/2021
  • 10/2014 → 05/2017
    Snow Canyon High School
    St George, UT
  • 05/2024 → Present
    Soltis Investment Advisors Llc
    St George, UT
  • 05/2023 → 08/2023
    Soltis Investment Advisors Llc
    Salt Lake City, UT
  • 05/2020 → 08/2020
    St George Ford
    St George, UT
  • 09/2019 → 04/2024
    Brigham Young University
    Provo, UT
  • 05/2022 → 12/2022
    Notable Woodworking
    Springville, UT
  • 07/2017 → 07/2019
    The Church Of Jesus Christ Of Latter Day Saints
    Milan
  • 09/2020 → 12/2021
    Byu Testing Center
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-20
  • S65 Uniform Investment Adviser Law Examination
    2024-07-20

View on SEC IAPD

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Other Investors

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Amy Terry
Eric Jon Andra
JAMES BRYAN WASHBURN
DAVID DEAN POLATIS
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KEVIN DEVONTE RORIE

Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

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