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Mitchell Dean Anderson

Soltis Investment Advisors, LLC

St. George, UT

Salt Lake City, UT

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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 2023-04-21
  • UT RA
    APPROVED
    Since 2023-04-21

Branch Locations

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

222 S Main Ste 1776, Salt Lake City, UT 84101 • 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
William Blair & Company Chicago IL 10/2014 03/2018
Lpl Financial Llc Pittsburgh PA 03/2018 08/2018
Fragasso Financial Advisors Pittsburgh PA 03/2018 02/2021
Private Client Services Pittsburgh PA 08/2018 03/2021
Covenant Trust Chicago IL 03/2021 01/2022
Solidarity Wealth, Llc Lehi UT 01/2022 03/2023
Soltis Investment Advisors Llc St George UT 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-03
S63 Uniform Securities Agent State Law Examination 2015-05-30
  • S65 Uniform Investment Adviser Law Examination
    2018-02-03
  • S63 Uniform Securities Agent State Law Examination
    2015-05-30
Designations
Other Names
  • Mitch Anderson
  • Mitchell Anderson

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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