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Inactive

Danford Jacob Nelson

Capita Financial Network, LLC

Draper, UT

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Current Employers
Capita Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-08-12
  • UT RA
    APPROVED
    Since 2025-08-12

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
Capita Financial Network Draper UT 04/2025 Present
Holistiplan Pleasant Grove UT 08/2024 04/2025
Domo American Fork UT 11/2020 08/2024
Travel N/A UT 10/2020 11/2020
Brex San Francisco CA 07/2019 10/2020
Weave Hq Lehi UT 01/2019 07/2019
Utah State University Logan UT 08/2018 01/2019
Mountain West Small Business Finance Salt Lake City UT 05/2018 08/2018
Utah State University Logan UT 08/2014 05/2018
  • 04/2025 → Present
    Capita Financial Network
    Draper, UT
  • 08/2024 → 04/2025
    Holistiplan
    Pleasant Grove, UT
  • 11/2020 → 08/2024
    Domo
    American Fork, UT
  • 10/2020 → 11/2020
    Travel
    N/A, UT
  • 07/2019 → 10/2020
    Brex
    San Francisco, CA
  • 01/2019 → 07/2019
    Weave Hq
    Lehi, UT
  • 08/2018 → 01/2019
    Utah State University
    Logan, UT
  • 05/2018 → 08/2018
    Mountain West Small Business Finance
    Salt Lake City, UT
  • 08/2014 → 05/2018
    Utah State University
    Logan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

View on SEC IAPD

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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

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