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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 2024-01-23
  • UT RA
    APPROVED
    Since 2024-01-23

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
Brigham Young University Provo UT 01/2015 05/2017
Brigham Young University - Center For Teaching And Learning Provo UT 01/2016 03/2017
Goldman Sachs & Co., Llc Salt Lake City UT 06/2017 01/2024
University Of Utah Salt Lake City UT 09/2019 05/2021
Soltis Investment Advisors. Llc Salt Lake City UT 01/2024 Present
Brigham Young University Provo UT 04/2017 05/2017
  • 01/2015 → 05/2017
    Brigham Young University
    Provo, UT
  • 01/2016 → 03/2017
    Brigham Young University - Center For Teaching And Learning
    Provo, UT
  • 06/2017 → 01/2024
    Goldman Sachs & Co., Llc
    Salt Lake City, UT
  • 09/2019 → 05/2021
    University Of Utah
    Salt Lake City, UT
  • 01/2024 → Present
    Salt Lake City, UT
  • 04/2017 → 05/2017
    Brigham Young University
    Provo, UT
Other Businesses

Emilie Ann Photography LLC Not Investment Related 6404 West Copperhawk Drive South Jordan Utah 84009 Photography Services Silent Partner August 2018 1-2 hours a month 0 hours during trading hours Advisory

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-15
  • S65 Uniform Investment Adviser Law Examination
    2023-09-15

View on SEC IAPD

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