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Alyssa Mclaughlin

Soltis Investment Advisors, LLC

St. George, UT

Novi, MI

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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
MI RA APPROVED 2026-06-25
  • MI RA
    APPROVED
    Since 2026-06-25

Branch Locations

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

39500 High Pointe Blvd, Suite 230, Novi, MI 48375 • 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
Soltis Investment Advisors, Llc Novi MI 02/2026 Present
Stonebridge Financial Partners Troy MI 11/2022 02/2026
Kennedy Financial Group Troy MI 11/2021 10/2022
Flexible Plan Investments Bloomfield Hills MI 03/2021 11/2021
Hand & Stone Massage & Facial Spa Rochester Hills MI 10/2019 03/2021
Dicks Sporting Goods Sterling Heights MI 02/2017 12/2020
Inverness Country Club Toledo OH 07/2017 08/2019
Windsor Fashions Toledo OH 08/2015 07/2017
  • 02/2026 → Present
    Soltis Investment Advisors, Llc
    Novi, MI
  • 11/2022 → 02/2026
    Stonebridge Financial Partners
    Troy, MI
  • 11/2021 → 10/2022
    Kennedy Financial Group
    Troy, MI
  • 03/2021 → 11/2021
    Flexible Plan Investments
    Bloomfield Hills, MI
  • 10/2019 → 03/2021
    Hand & Stone Massage & Facial Spa
    Rochester Hills, MI
  • 02/2017 → 12/2020
    Dicks Sporting Goods
    Sterling Heights, MI
  • 07/2017 → 08/2019
    Inverness Country Club
    Toledo, OH
  • 08/2015 → 07/2017
    Windsor Fashions
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · St. George, UT
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
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