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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-21 |
| UT | RA | APPROVED | 2025-03-25 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A&Z Produce | North Salt Lake | UT | 09/2021 | 12/2022 |
| Goldenwest Credit Union | Lehi | UT | 06/2022 | 04/2023 |
| Soltis Investment Advisors Llc | St George | UT | 10/2022 | 01/2025 |
| Soltis Investment Advisors Llc | St George | UT | 01/2025 | 03/2025 |
| Woods Cross High School | Woods Cross | UT | 01/2015 | 09/2019 |
| The Church Of Jesus Christ Of Latter Day Saints | Las Vegas | NV | 09/2019 | 09/2021 |
| Soltis Investment Advisors, Llc | Raleigh | NC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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