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Walter Paul Peterson

Soltis Investment Advisors, LLC

St. George, 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 2024-06-26
  • UT RA
    APPROVED
    Since 2024-06-26

Branch Locations

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
California State University- Sacramento Sacramento UT 01/2012 01/2017
Snow College Ephraim UT 01/2017 12/2018
Utah Tech University St George UT 12/2018 05/2024
Soltis Investment Advisors Llc St George UT 06/2024 Present
  • 01/2012 → 01/2017
    California State University- Sacramento
    Sacramento, UT
  • 01/2017 → 12/2018
    Snow College
    Ephraim, UT
  • 12/2018 → 05/2024
    Utah Tech University
    St George, UT
  • 06/2024 → Present
    Soltis Investment Advisors Llc
    St George, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

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Other Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry
Eric Jon Andra
JAMES BRYAN WASHBURN
DAVID DEAN POLATIS
Tyler Preston Eliason
KEVIN DEVONTE RORIE

Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

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