Best Investors Account Sign in
Inactive

Richard Jensen Gurr

Capita Financial Network, LLC

Sandy, UT

Claim This Profile
Current Employers
Capita Financial Network, Llc

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-07-07
  • UT RA
    APPROVED
    Since 2022-07-07

Branch Locations

9980 South 300 West Ste 140, Sandy, UT 84070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Henderson NV 08/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
  • 08/2007 → Present
    Fidelity Investments
    Henderson, NV
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2022-06-28
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2007-09-27 → 2018-07-13
    Strategic Advisers Llc
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-26
S63 Uniform Securities Agent State Law Examination 1998-06-15
  • S66 Uniform Combined State Law Examination
    2007-09-26
  • S63 Uniform Securities Agent State Law Examination
    1998-06-15
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ACLAIME ASSET MANAGEMENT, LLC
DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
NET WORTH ADVISORY GROUP, LLC
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY

Other Investors

BRIAN SCOTT URIE
CHAD DEAN WADDOUPS
BENJAMIN PASEE AHYOU
JODI LEE VAWDREY
DAVID FRANKLIN DODDS
KEITH CRAIG CRANDALL
JUSTIN WARREN LUETTGERODT
CHRISTOPHER LYNN COOK

Other Offices

LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT

More in Sandy, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor