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RIA / WealthAdvisor20 years in industry

WILLIAM JAMES MORTIMER

Advisor at SOLIDARITY WEALTH, LLC

Lehi, UT | LEHI, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:83bbebe2-a9cb-1fba-2e4f-11c0847420b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOLIDARITY WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 20, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S66|S63
First exam: Apr 20, 2006
First registration: Aug 28, 2007
Dual registered: no
Other names: WILLIAM JAMES MORTIMER|WILLIAM JAMES MORTIMER|WILLIAM MORTIMER
IAPD individual key: 5078207

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOLIDARITY CAPITAL MANAGEMENT, LLC	Asset manager	Feb 15, 2023	n/a	yes	Lehi, UT	Current employment
SOLIDARITY WEALTH, LLC	Independent wealth	Oct 22, 2021	n/a	yes	LEHI, UT	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Oct 29, 2021	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|WEST JORDAN, UT\|SANDY, UT\|SANDY, UT\|MURRAY, UT\|SALT LAKE CITY, UT\|SANDY, UT	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Apr 6, 2010	Jan 3, 2011	no	SALT LAKE CITY, UT	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 28, 2007	Feb 23, 2010	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	SOLIDARITY WEALTH, LLC	Oct 29, 2021	Oct 22, 2021	-7	Firm change	Wirehouse to new firm
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:315843:UT:2021-10-29	Oct 29, 2021	Oct 22, 2021	SANDY, UT	Firm change

Relationships

Registered with (4)

→ SOLIDARITY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ SOLIDARITY WEALTH, LLCRegistered adviserregistration: current employment
Oct 22, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Oct 29, 2021factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 6, 2010 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83bbebe2-a9cb-1fba-2e4f-11c0847420b7
First observed: Aug 28, 2007
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM JAMES MORTIMER

Advisor at SOLIDARITY WEALTH, LLC

Lehi, UT | LEHI, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:83bbebe2-a9cb-1fba-2e4f-11c0847420b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SOLIDARITY CAPITAL MANAGEMENT, LLC

Asset manager

Feb 15, 2023

n/a

yes

Lehi, UT

Current employment

SOLIDARITY WEALTH, LLC

Independent wealth

Oct 22, 2021

n/a

yes

LEHI, UT

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jan 3, 2011

Oct 29, 2021

Previous registration

WELLS FARGO INVESTMENTS, LLC

n/a

Apr 6, 2010

Jan 3, 2011

SALT LAKE CITY, UT

Previous registration

WELLS FARGO INVESTMENTS, LLC

n/a

Aug 28, 2007

Feb 23, 2010

SALT LAKE CITY, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

SOLIDARITY WEALTH, LLC

Oct 29, 2021

Oct 22, 2021

-7

Firm change

Wirehouse to new firm

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO ADVISORS

Jan 3, 2011

Bulk transfer

Other

Team

Left

Joined

From

Kind

19616:315843:UT:2021-10-29

Oct 29, 2021

Oct 22, 2021

SANDY, UT

Firm change