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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-11 |
| OH | RA | APPROVED | 2026-06-11 |
Branch Locations
Mamaroneck, NY • United States
20 North Main St Suite 400, St. George, UT 84770 • United States
2305 Far Hills Avenue Suite 206, Oakwood, OH 45419 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-21 |
Branch Locations
2305 Far Hills Avenue Suite 206, Dayton, OH 45419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Kettering | OH | 02/2014 | 06/2017 |
| Bayer Financial | Kettering | OH | 06/2017 | 08/2017 |
| Unemployed | Centerville | OH | 08/2017 | 06/2018 |
| Bills Donuts | Centerville | OH | 06/2018 | 08/2018 |
| Unemployed | Beavercreek | OH | 08/2018 | 06/2019 |
| Victoria's Secret | Beavercreek | OH | 06/2019 | 07/2019 |
| Unemployed | Columbus | OH | 07/2019 | 08/2020 |
| Starbucks | Columbus | OH | 08/2020 | 06/2021 |
| Unemployed | Oakwood | OH | 06/2021 | 08/2021 |
| Artifex Financial Group | Oakwood | OH | 08/2021 | 06/2026 |
| Soltis Investment Advisors, Llc | Dayton | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
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