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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 | 2025-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
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