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Danielle Lewis

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 2026-05-20
  • UT RA
    APPROVED
    Since 2026-05-20

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 01/2022 Present
Northwestern Mutual Dba Kunzler Financial Provo UT 03/2020 01/2022
Famous Footwear Orem UT 05/2017 03/2020
Bath & Body Works Orem UT 05/2016 05/2017
  • 01/2022 → Present
    Capita Financial Network
    Draper, UT
  • 03/2020 → 01/2022
    Northwestern Mutual Dba Kunzler Financial
    Provo, UT
  • 05/2017 → 03/2020
    Famous Footwear
    Orem, UT
  • 05/2016 → 05/2017
    Bath & Body Works
    Orem, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-13

View on SEC IAPD

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