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Reading the graph
Advisor at SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, UT | Folsom, CA
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 16, 2026 | n/a | yes | Folsom, CA|ST. GEORGE, UT | Current employment |
| GRIZZLY PEAK ASSET MANAGEMENT | n/a | Apr 25, 2024 | Dec 31, 2025 | no | FOLSOM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRIZZLY PEAK ASSET MANAGEMENT | SOLTIS INVESTMENT ADVISORS, LLC | Dec 31, 2025 | Jan 16, 2026 | 16 | Firm change | Other |