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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-31 |
Branch Locations
18W140 Butterfield Rd., Suite 1500, Oakbrook Terrace, IL 60181 • 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 |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc | Davenport | IA | 06/2016 | 11/2016 |
| Nadler Financial | Deerfield | IL | 05/2016 | 11/2016 |
| Tiaa | Chicago | IL | 01/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 01/2017 | 11/2020 |
| U.S. Bank | Chicago | IL | 11/2020 | 09/2024 |
| U.S. Bancorp Investments, Inc. | Chicago | IL | 11/2020 | 09/2024 |
| Mercer Global Advisors Inc. | Chicago | IL | 09/2024 | 03/2026 |
| Soltis Investment Advisors, Llc | Oakbrook | IL | 03/2026 | Present |
1. Harbor Point Condominium; Not Investment-related; Chicago, IL; Condo association; Member of the Finance Committee, Young Professionals Committee, and Families with Children Committee; 09/01/2020; 1 hour per month; Less than 1 hour per month during securities trading hours; Member of the Finance Committee, Young Professionals Committee, and Families with Children Committee. 2. Harbor Point Condominium; Not investment-related; Chicago, IL; Condo association; Board Member; 02/2026; 2 hours per month; Less than 1 hour per month during securities trading hours; Serves on the board of his condo association. 3. Herman Tkach and Tetyana Gutsol LLC; Investment-related; 155 N. Harbor Drive, Apt 3502, Chicago, IL 60601; Rental Property; Co-owner; 10/01/2020; 1 hour per month; Less than 1 hour per month during securities trading hours; Managing the investment property. 4. Jewish United Fund of Metropolitan Chicago; Investment related; 30 S. Wells Street, Chicago, IL 60606; Humanitarian organization; Board Member of the Russian Speaking Jewish Division and Endowments Committee Member of the Jewish United Fund; 09/01/2022; 1 hour per month; Less than 1 hour per month during trading hours; Serve on the board to help grow the Russian Speaking Jewish community in Chicago and surrounding areas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-06 |
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