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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 2025-08-04
  • UT RA
    APPROVED
    Since 2025-08-04

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

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities Service Network Sandy UT 01/2011 03/2017
Foresight Wealth Management, Llc Draper UT 01/2011 12/2022
Drive Wealth Advisers Lehi UT 10/2022 07/2025
Soltis Investment Advisors Llc Lehi UT 08/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-23
S63 Uniform Securities Agent State Law Examination 2008-10-17
  • S65 Uniform Investment Adviser Law Examination
    2009-12-23
  • S63 Uniform Securities Agent State Law Examination
    2008-10-17
Other Names
  • Jaycumm Wells

View on SEC IAPD

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