Robert V. Sollis

TAURUM RETIREMENT PARTNERS

Mesa, AZ 85210

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CRD#: 4131485

Professional summary

Robert Verlin Sollis, ChFC®, who also goes by Robert Verlin Sollis Mr, is a registered financial advisor currently at TAURUM RETIREMENT PARTNERS, LLC located in Mesa, Arizona.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Verlin Sollis Mr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF BUSINESS: Independent Insurance Agent (Arizona) | INVESTMENT RELATED: N | ADDRESS: 1921 S. Alma School Road Suite 308, Mesa, AZ 85210 | NATURE OF BUSINESS: Insurance Product Sales: Life, Accident and Health | POSITION IN BUSINESS: Insurance Agent | TITLE: Licensed Insurance Agent | START DATE: 09.10.2010 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 1 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: Independent Insurance Agent conducting insurance product sales: Life, Accident and Health |

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Verlin Sollis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

January 5, 2016 - Present

TAURUM RETIREMENT PARTNERS, LLC

Office #1: 1921 S Alma School Road Suite 308, Mesa, AZ 85210

RIA

CRD#: 282017

Mesa, AZ

Past

October 11, 2012 - December 31, 2015

GALLACHER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 113189

LONE TREE, CO

Past

October 5, 2012 - December 31, 2015

LPL FINANCIAL LLC

CRD#: 6413

GILBERT, AZ

Past

October 29, 2007 - October 12, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CHANDLER, AZ

Past

March 8, 2000 - October 12, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CHANDLER, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TAURUM RETIREMENT PARTNERS, LLC

TAURUM RETIREMENT PARTNERS | TAURUM RETIREMENT PARTNERS, LLC

CRD#: 282017 / SEC#: 801-130407

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

Arizona

Registered Investment Advisory firm - (6/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/6/2024 Terminated)

Utah

Registered Investment Advisory firm - (6/7/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/5/2016)

IAR

Utah
(8/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/29/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2000

General Securities Representative Examination

Current Firm

TAURUM RETIREMENT PARTNERS, LLC

TAURUM RETIREMENT PARTNERS | TAURUM RETIREMENT PARTNERS, LLC

CRD#: 282017 / SEC#: 801-130407

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

Arizona

Registered Investment Advisory firm - (6/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/6/2024 Terminated)

Utah

Registered Investment Advisory firm - (6/7/2024 Terminated)

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Contact information

Main Address

1921 S Alma School Road Suite 308, Mesa, AZ 85210

Mailing Address

Phone number

(480) 626-2501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAURUM RETIREMENT PARTNERS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	407
AUM (Assets Under Management)	$ 142,573,414

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert V. Sollis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Verlin Sollis's CRS (Customer Relationship Summary).

Certified licenses

Experience

GALLACHER CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TAURUM RETIREMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2008

Series 63

Date: 3/14/2000

SIE

Date: 12/31/2015

Series 7

Date: 3/7/2000

Current Firm

TAURUM RETIREMENT PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAURUM RETIREMENT PARTNERS, LLC

TRUST BUT VERIFY

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