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20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
3120 Sabre Drive Suite 200, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 24 Hour Fitness | Southlake | TX | 01/2020 | 08/2021 |
| Lululemon | Southlake | TX | 10/2021 | 02/2023 |
| Unemployed | Euless | TX | 09/2018 | 12/2019 |
| Unemployed | Solon | OH | 01/2014 | 04/2018 |
| Charles Schwab | Westlake | TX | 05/2024 | 08/2024 |
| Unemployed | Euless | TX | 08/2021 | 10/2021 |
| Unemployed | Euless | TX | 02/2023 | 05/2024 |
| Unemployed | Euless | TX | 08/2024 | 02/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2025 | 12/2025 |
| Celanese Corporation | Irving | TX | 05/2018 | 08/2018 |
| 24 Hour Fitness | Southlake | TX | 12/2020 | 08/2021 |
| Lululemon | Southlake | TX | 10/2021 | 02/2023 |
| Soltis Investment Advisors Llc | Southlake | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-13 |
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