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Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-11
  • UT RA
    APPROVED
    Since 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

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
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
  • 08/2022 → 03/2025
    City Of St George
    St George, UT
  • 08/2021 → 05/2025
    Utah Tech University
    St George, UT
  • 07/2020 → 08/2021
    The Church Of Jesus Christ Of Latter Day Saints
    Anaheim, CA
  • 08/2019 → 04/2020
    The Church Of Jesus Christ Of Latter Day Saints
    San Salvador
  • 03/2016 → 07/2019
    I9 Sports
    Katy, TX
  • 08/2015 → 05/2019
    Seven Lakes High School
    Katy, TX
  • 03/2025 → Present
    Lehi, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05
Other Names
  • Jacob Taggart

View on SEC IAPD

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