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Michael David Turvey

Soltis Investment Advisors, LLC

Salt Lake City, UT

St. George, UT

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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 2026-04-23
  • UT RA
    APPROVED
    Since 2026-04-23

Branch Locations

222 S. Main, Ste. 1776, Salt Lake City, UT 84101 • 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
Td Ameritrade Institutional Draper UT 01/2015 06/2024
Charles Schwab And Co., Inc. Draper UT 06/2024 04/2026
Soltis Investment Advisors, Llc Salt Lake City UT 04/2026 Present
  • 01/2015 → 06/2024
    Td Ameritrade Institutional
    Draper, UT
  • 06/2024 → 04/2026
    Charles Schwab And Co., Inc.
    Draper, UT
  • 04/2026 → Present
    Soltis Investment Advisors, Llc
    Salt Lake City, UT
Previous Registrations
  • 2008-11-06 → 2009-12-31
    Thinkorswim Advisors, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
S63 Uniform Securities Agent State Law Examination 2015-04-07
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
  • S63 Uniform Securities Agent State Law Examination
    2015-04-07
Designations

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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