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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-16 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
365 E Germann Rd., Suite 250, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artcon | Las Vegas | NV | 06/2017 | 07/2017 |
| Greenix | Cincinnati | OH | 05/2020 | 08/2020 |
| Fox | Boston | MA | 05/2021 | 08/2021 |
| Ridd | Orlando | FL | 05/2022 | 08/2022 |
| Sunergy | Tampa | FL | 05/2023 | 08/2023 |
| Repp | Tampa | FL | 05/2024 | 08/2024 |
| Soltis Investment Advisors Llc | Gilbert | AZ | 01/2025 | Present |
| Palo Verde High School | Las Vegas | NV | 05/2015 | 06/2017 |
| Brigham Young Universitu | Provo | UT | 09/2020 | 05/2024 |
| Ensign College | Salt Lake City | UT | 09/2019 | 05/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Tamaulipas | 08/2017 | 08/2019 | |
| Dcpt | Las Vegas | NV | 08/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
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