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Advisor at SOLTIS INVESTMENT ADVISORS, LLC
Southlake, TX
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 | Oct 2, 2025 | n/a | yes | Southlake, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 31, 2025 | Oct 22, 2025 | no | FORT WORTH, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Sep 23, 2021 | Mar 31, 2025 | no | Plano, TX|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | SOLTIS INVESTMENT ADVISORS, LLC | Oct 22, 2025 | Oct 2, 2025 | -20 | Firm change | Wirehouse to RIA |
| FISHER INVESTMENTS | WELLS FARGO ADVISORS | Mar 31, 2025 | Mar 31, 2025 | 0 | Firm change | RIA to wirehouse |