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Advisor at SOLTIS INVESTMENT ADVISORS, LLC
Salt Lake City, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS, LLC | Independent wealth | Jan 3, 2020 | n/a | yes | Salt Lake City, UT | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jul 29, 2014 | Jan 5, 2015 | no | PARK CITY, UT|HEBER CITY, UT|PARK CITY, UT|CENTERVILLE, UT|SALT LAKE CITY, UT|PARK CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | SOLTIS INVESTMENT ADVISORS, LLC | Jan 5, 2015 | Jan 3, 2020 | 1,824 | Firm change after gap | Wirehouse to RIA |