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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 2022-08-24
  • UT RA
    APPROVED
    Since 2022-08-24

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. George UT 11/2016 07/2022
Warrior Mouthguards Llc St. George UT 10/2013 09/2018
Bank Of America, N.A. St. George UT 05/2019 07/2022
Soltis Investment Advisors Llc St George UT 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-09
  • S66 Uniform Combined State Law Examination
    2018-03-09
Other Names
  • Melissa Merrill

View on SEC IAPD

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