DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SOLTIS INVESTMENT ADVISORS, LLC
Lehi, UT | ST. GEORGE, 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 | Jul 18, 2025 | n/a | yes | Lehi, UT|ST. GEORGE, UT | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Feb 1, 2023 | Jun 17, 2024 | no | SOUTH JORDAN, UT | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Apr 1, 2020 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 4, 2010 | Jul 13, 2018 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | SOLTIS INVESTMENT ADVISORS, LLC | Jun 17, 2024 | Jul 18, 2025 | 396 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | EAGLE STRATEGIES LLC | Apr 1, 2020 | Feb 1, 2023 | 1,036 | Firm change after gap | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |