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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-02-16 |
Branch Locations
9980 South 300 West Suite 140, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-10 |
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