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Joshua James Hamblin

Soltis Investment Advisors, LLC

Salt Lake City, UT

St. George, UT

CRD 7752111

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Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-05-31
  • UT RA
    APPROVED
    Since 2023-05-31

Branch Locations

222 S Main Ste 1776, Salt Lake City, UT 84101 • United States

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
American Logistics Company Llc Manassas VA 01/2016 08/2017
Lunt Capital Management, Inc. Salt Lake City UT 08/2017 04/2019
Sunrun, Inc. Lehi UT 04/2019 04/2023
Soltis Investment Advisors, Llc Salt Lake City UT 04/2023 Present
  • 01/2016 → 08/2017
    American Logistics Company Llc
    Manassas, VA
  • 08/2017 → 04/2019
    Lunt Capital Management, Inc.
    Salt Lake City, UT
  • 04/2019 → 04/2023
    Sunrun, Inc.
    Lehi, UT
  • 04/2023 → Present
    Soltis Investment Advisors, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2023-05-23

View on SEC IAPD

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MICHAEL GENE MEYER
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Nearby Offices

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LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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