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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-11 |
Branch Locations
2600 W. Executive Parkway, Suite 120, Lehi, UT 84043 • United States
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 |
|---|---|---|---|---|
| City Of St George | St George | UT | 08/2022 | 03/2025 |
| Utah Tech University | St George | UT | 08/2021 | 05/2025 |
| The Church Of Jesus Christ Of Latter Day Saints | Anaheim | CA | 07/2020 | 08/2021 |
| The Church Of Jesus Christ Of Latter Day Saints | San Salvador | 08/2019 | 04/2020 | |
| I9 Sports | Katy | TX | 03/2016 | 07/2019 |
| Seven Lakes High School | Katy | TX | 08/2015 | 05/2019 |
| Soltis Investment Advisors Llc | Lehi | UT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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