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Leah Cogguillo

Soltis Investment Advisors, LLC

Salt Lake City, 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 2025-01-17
  • UT RA
    APPROVED
    Since 2025-01-17

Branch Locations

222 S Main Ste 1776, Salt Lake City, UT 84101 • 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
Yale University New Haven CT 08/2019 05/2024
Student New Haven CT 01/2015 08/2019
Soltis Investment Advisors Llc Salt Lake City UT 07/2024 Present
  • 08/2019 → 05/2024
    Yale University
    New Haven, CT
  • 01/2015 → 08/2019
    Student
    New Haven, CT
  • 07/2024 → Present
    Soltis Investment Advisors Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17

View on SEC IAPD

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