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Mark Joseph Theall

Soltis Investment Advisors, LLC

St. George, UT

Southlake, TX

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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
TX RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-03-30

Branch Locations

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

3120 Sabre Drive Suite 200, Southlake, TX 76092 • 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
Bill Cole And Associated Friendswood TX 05/2015 09/2016
Friendswood Area Swim Team Friendswood TX 05/2017 08/2017
University Of Nevada Las Vegas Las Vegas NV 08/2017 05/2018
Texas A&M College Station TX 06/2018 05/2022
Friendswood Isd Friendswood TX 09/2003 05/2017
Fidelity Investments Plano TX 06/2022 11/2025
Zable Freeman Houston TX 11/2025 03/2026
Soltis Investment Advisors, Llc Southlake TX 03/2026 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-25
S63 Uniform Securities Agent State Law Examination 2022-08-16
  • S66 Uniform Combined State Law Examination
    2023-03-25
  • S63 Uniform Securities Agent State Law Examination
    2022-08-16

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

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