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Logan Richter Holbrook

Soltis Investment Advisors, LLC

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 2023-09-21
  • UT RA
    APPROVED
    Since 2023-09-21

Branch Locations

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
Soltis Investment Advisors Llc Salt Lake City UT 04/2022 Present
Olympus Wealth Management Cottonwood Heights UT 08/2021 04/2022
Hb Investment Group Park City UT 01/2021 01/2022
Venturecapital.oRg Salt Lake City UT 05/2021 08/2021
Vermilion Rock Advisors St George UT 01/2021 05/2021
Holbrook Mortuary Millcreek UT 09/2017 05/2021
The Church Of Jesus Christ Of Latter Day Saints Birmingham 09/2015 09/2017
  • 04/2022 → Present
    Soltis Investment Advisors Llc
    Salt Lake City, UT
  • 08/2021 → 04/2022
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 01/2021 → 01/2022
    Hb Investment Group
    Park City, UT
  • 05/2021 → 08/2021
    Venturecapital.oRg
    Salt Lake City, UT
  • 01/2021 → 05/2021
    Vermilion Rock Advisors
    St George, UT
  • 09/2017 → 05/2021
    Holbrook Mortuary
    Millcreek, UT
  • 09/2015 → 09/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Birmingham
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-01

View on SEC IAPD

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BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

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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

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