Zaccary Spencer Call

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Capita Financial Network, Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2018-02-16

UT RA
APPROVED

Since 2018-02-16

Branch Locations

9980 South 300 West Suite 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

Organization	City	State	From	To
Allegis Investment Advisors	Salt Lake City	UT	11/2015	06/2018
Capita Financial Network, Llc	Sandy	UT	02/2018	Present

11/2015 → 06/2018

Allegis Investment Advisors

Salt Lake City, UT
02/2018 → Present

Capita Financial Network, Llc

Sandy, UT

Previous Registrations

2015-11-18 → 2018-06-15

Allegis Investment Advisors, Llc

Sandy, UT

Idaho Falls, ID
2009-09-11 → 2015-11-18

Strategic Advisers Llc

Salt Lake City, UT

Salt Lake City, UT

Other Businesses

1) 10/2015- present; ZSC Financial LLC; Farmington, Utah sole member; for personal Tax purposes only, non investment related, less than 1 hour per month; 0 hours per month during securities trading hours. 2) 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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-09-10
S63	Uniform Securities Agent State Law Examination	2007-11-10

S66 Uniform Combined State Law Examination

2009-09-10
S63 Uniform Securities Agent State Law Examination

2007-11-10

Designations

Certified Financial Planner

Other Names

Zaccary S Call

View on SEC IAPD