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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
UT RA APPROVED 2025-07-01
  • UT RA
    APPROVED
    Since 2025-07-01

Branch Locations

20 North Main St Suite 400, St. George, UT 84770 • 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
J.P. Morgan Securities Llc Scottsdale AZ 07/2022 05/2025
Jpmorgan Chase Bank, N.A. Scottsdale AZ 07/2022 05/2025
Jpmorgan Chase Bank, N.A. Scottsdale AZ 06/2021 08/2021
Ss Wade Llc George UT 10/2018 Present
Brigham Young University Provo UT 08/2017 06/2021
Andersen Tax Llc Boston MA 06/2020 08/2020
Unemployed St. George UT 07/2012 07/2017
Soltis Investment Advisors Llc St George UT 06/2025 Present
  • 07/2022 → 05/2025
    Scottsdale, AZ
  • 07/2022 → 05/2025
    Jpmorgan Chase Bank, N.A.
    Scottsdale, AZ
  • 06/2021 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Scottsdale, AZ
  • 10/2018 → Present
    Ss Wade Llc
    George, UT
  • 08/2017 → 06/2021
    Brigham Young University
    Provo, UT
  • 06/2020 → 08/2020
    Andersen Tax Llc
    Boston, MA
  • 07/2012 → 07/2017
    Unemployed
    St. George, UT
  • 06/2025 → Present
    St George, UT
Previous Registrations
Other Businesses

Entity Name: SS Wade LLC Investment related: No Address: St. George, Utah Nature of the other business: Health Insurance Position/Title/Relationship: Employee/Contractor Start Date: 10/16/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Administrative work for a family business. My cousin owns a health insurance company and I offer support for him as he sells health insurance policies to low income individuals

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
S65 Uniform Investment Adviser Law Examination 2020-08-31
  • S66 Uniform Combined State Law Examination
    2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31
Designations
Other Names
  • Michael Esplin Wade

View on SEC IAPD

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