Mark Joseph Theall

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 09/2016
  Bill Cole And Associated
  Friendswood, TX
• 05/2017 → 08/2017
  Friendswood Area Swim Team
  Friendswood, TX
• 08/2017 → 05/2018
  University Of Nevada Las Vegas
  Las Vegas, NV
• 06/2018 → 05/2022
  Texas A&M
  College Station, TX
• 09/2003 → 05/2017
  Friendswood Isd
  Friendswood, TX
• 06/2022 → 11/2025
  Fidelity Investments
  Plano, TX
• 11/2025 → 03/2026
  Zable Freeman
  Houston, TX
• 03/2026 → Present
  Soltis Investment Advisors, Llc
  Southlake, TX

Previous Registrations

• 2025-03-31 → 2025-12-01
  Strategic Advisers Llc
  Dallas, TX
  Plano, TX
  Boston, MA
• 2023-08-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-03-25
• S63 Uniform Securities Agent State Law Examination
  2022-08-16