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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 | 2026-03-11 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
3120 Sabre Drive Suite 200, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motivosity | Lehi | UT | 08/2022 | 03/2025 |
| Qualtrics | Provo | UT | 06/2019 | 05/2021 |
| Choose Greatness | Orem | UT | 06/2021 | 01/2023 |
| Fairstream | Provo | UT | 08/2021 | 02/2022 |
| Brigham Young University | Provo | UT | 11/2015 | 05/2019 |
| Oasis Outsourcing | West Palm Beach | FL | 08/2022 | 10/2022 |
| Union Pacific Railroad | Omaha | NE | 05/2017 | 08/2017 |
| Fidelity Investments | Westlake | TX | 03/2025 | 02/2026 |
| Soltis Investment Advisors, Llc | Southlake | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
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