Best Investors Account Sign in
Inactive

Todd Gordon Storrs

Capita Financial Network, LLC

Draper, 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 2024-06-03
  • UT RA
    APPROVED
    Since 2024-06-03

Branch Locations

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • 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
Charles Schwab & Co., Inc. Cottonwood Heights UT 01/2015 Present
Charles Schwab Bank Salt Lake City UT 01/2015 01/2020
Schwab Private Client Investment Advisory, Inc. Salt Lake City UT 02/2020 01/2021
Schwab Wealth Advisory, Inc. Salt Lake City UT 12/2022 03/2024
  • 01/2015 → Present
    Charles Schwab & Co., Inc.
    Cottonwood Heights, UT
  • 01/2015 → 01/2020
    Charles Schwab Bank
    Salt Lake City, UT
  • 02/2020 → 01/2021
    Schwab Private Client Investment Advisory, Inc.
    Salt Lake City, UT
  • 12/2022 → 03/2024
    Schwab Wealth Advisory, Inc.
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-10
S63 Uniform Securities Agent State Law Examination 2000-05-25
  • S66 Uniform Combined State Law Examination
    2010-08-10
  • S63 Uniform Securities Agent State Law Examination
    2000-05-25
Other Names
  • Todd Gordon Storrs

View on SEC IAPD

Other Firms

COIGN CAPITAL ADVISORS LLC
NAVIGATE PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ELEVATED CAPITAL ADVISORS, LLC
PALISADE WEALTH MANAGEMENT
EDWARD JONES
MEDICUS WEALTH PLANNING, INC.

Other Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer
JAMES MATTHEW ZUNDEL
MICHAEL BRANDON RILEY
ADAM GAYLE LEFLER
STEPHEN MICHAEL SMITH
MARK HAROLD BURGON

Other Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
LPL FINANCIAL LLC · DRAPER, UT
ELEVATED CAPITAL ADVISORS, LLC · DRAPER, UT
PALISADE WEALTH MANAGEMENT · DRAPER, UT

More in Draper, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor