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Tyson Conrad Williamson

Capita Financial Network, LLC

Draper, UT

CRD 7218264

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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

AuthorityCategoryStatusDate
UT RA APPROVED 2022-11-16
  • UT RA
    APPROVED
    Since 2022-11-16

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
Olympus Wealth Management Cottonwood Heights UT 01/2020 03/2022
Corient Capital Partners Newport Beach CA 05/2018 12/2019
Brigham Young University Provo UT 01/2015 04/2018
Zions Bancorporation Salt Lake City UT 05/2017 08/2017
Revere Capital Group Provo UT 11/2016 04/2017
Brigham Young University Provo UT 04/2016 11/2016
Ensign Peak Advisors Inc. Salt Lake City UT 03/2022 11/2022
Capita Financial Network Sandy UT 11/2022 Present
  • 01/2020 → 03/2022
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 05/2018 → 12/2019
    Corient Capital Partners
    Newport Beach, CA
  • 01/2015 → 04/2018
    Brigham Young University
    Provo, UT
  • 05/2017 → 08/2017
    Zions Bancorporation
    Salt Lake City, UT
  • 11/2016 → 04/2017
    Revere Capital Group
    Provo, UT
  • 04/2016 → 11/2016
    Brigham Young University
    Provo, UT
  • 03/2022 → 11/2022
    Ensign Peak Advisors Inc.
    Salt Lake City, UT
  • 11/2022 → Present
    Capita Financial Network
    Sandy, UT
Previous Registrations
  • 2020-05-15 → 2022-03-18
    Olympus Wealth Management, Llc
    Cottonwood Heights, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-15
  • S65 Uniform Investment Adviser Law Examination
    2020-05-15
Other Names
  • Tyson Williamson

View on SEC IAPD

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