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Detailed Report
GLENN WILLIAM KOEHL
CRD#: 2102138
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Investment Adviser
SOLTIS INVESTMENT ADVISORS, LLCCRD#: 154690 2131 E Kirkwood Blvd
Ste 130
Southlake, TX 76092
Registration History
20062008201020122014201620182020202220242026IASOLTIS INVESTMENT ADVISORS, LLC (CRD# 154690)2020 - Present (5 years)IASLATESTONE WEALTH LLC (CRD# 286669)2017 - 2020 (2 years)IACAPITAL MARKETS IQ, LLC (CRD# 134921)2015 - 2017 (2 years)IASURETY WEALTH MANAGEMENT (CRD# 134518)2006 - 2014 (8 years)
License(s)

State Registrations

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Texas 2/6/2020
Current Registration(s)
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SOLTIS INVESTMENT ADVISORS, LLC (CRD#:154690)
2131 E Kirkwood Blvd Ste 130, Southlake, TX 76092
Registered with this firm since 2/6/2020
Previous Registration(s)
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 12/04/2017 - 03/10/2020 SLATESTONE WEALTH LLC (CRD#:286669) Southlake, TX
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 01/26/2015 - 12/04/2017 CAPITAL MARKETS IQ, LLC (CRD#:134921) Grapevine, TX
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 04/06/2006 - 12/31/2014 SURETY WEALTH MANAGEMENT (CRD#:134518) SOUTHLAKE, TX
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.