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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 | 2025-07-18 |
Branch Locations
2600 W. Executive Parkway, Suite 120, Lehi, UT 84045 • United States
20 North Main St Suite 400, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City, | UT | 11/2009 | 03/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2020 |
| New York Life Insurance Company | Sandy | UT | 03/2020 | 06/2024 |
| Nylife Securities Llc | Sandy | UT | 09/2020 | 06/2024 |
| Unemployed | Lehi | UT | 04/2020 | 07/2020 |
| Eagle Strategies Llc | South Jordan | UT | 01/2023 | 06/2024 |
| Ethington Financial Group | South Jordan | UT | 02/2023 | 06/2024 |
| Soltis Investment Advisors Llc | St George | UT | 07/2025 | Present |
| Utah Retirement Systems | Salt Lake City | UT | 01/2024 | 07/2025 |
[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 150 W Civic Center Dr, Suite 600, Sandy, UT 84070; start 07/2020; Commissions; insurance related; insurance broker; 10 hours per month, 5 during securities trading hours] [OPERATING UNDER THE DBA NAME OF ETHINGTON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SOUTH JORDAN UTAH); START DATE: 02/2023] [CCWS Alumni Association - Utah; The purpose of this non profit is to raise scholarship funds for students that attend the CCWS High School in Samoa; P.O. Box 57215 Murray, UT 84157; Start Date 05/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; treasurer]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-14 |
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