Best Investors Account Sign in
Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-21
UT RA APPROVED 2025-03-25
  • NC RA
    APPROVED
    Since 2026-07-21
  • UT RA
    APPROVED
    Since 2025-03-25

Branch Locations

Raleigh, NC • United States

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
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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10

View on SEC IAPD

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor