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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-04-10 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2012 | 04/2018 |
| Capita Financial Network | Sandy | UT | 04/2018 | Present |
11/01/2011- present; Residential Rentals, non investment related, Property Maintenance; less than 1 hour per month; 0 hours per month during securities trading hours. 03/2021- present; M3 Wealth LLC, Sandy, Utah, personal holdings entity, less than 1 hour per month; 0 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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