Best Investors Account Sign in
Inactive

Joshua James Hamblin

Soltis Investment Advisors, LLC

Salt Lake City, UT

St. George, UT

Claim This Profile
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

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor