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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 | 2021-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Tempe | AZ | 05/2014 | 10/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Tempe | AZ | 05/2014 | 10/2020 |
| Soltis Investment Advisors Llc | St George | UT | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
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