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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-01-25 |
Branch Locations
20 North Main St Suite 400, St. George, UT 84770 • United States
222 S Main Ste 1776, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soltis Investment Advisors | St George | UT | 05/2021 | Present |
| New Star Communications | American Fork | UT | 04/2017 | 07/2017 |
| University Of Utah | Salt Lake City | UT | 08/2018 | Present |
| Pelion Venture Partners | Cottonwood Heights | UT | 05/2019 | 08/2019 |
| Kpmg Lp | Salt Lake City | UT | 05/2021 | 05/2021 |
| Lds Missionary | Lansing | MI | 03/2015 | 03/2017 |
| University Of Utah | Salt Lake City | UT | 08/2017 | 05/2021 |
Teaching Assistant, University of Utah, Not Investment Related, 201 Presidents' Circle, Salt Lake City, UT, 84112, since August 2018, approximately ten hours per month. No hours are devoted to teaching doing securities trading hours. Tutor students in marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-30 |
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