Inactive

Danielle Lewis

Capita Financial Network, LLC

CRD 7251589

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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

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-13

S65 Uniform Investment Adviser Law Examination

2026-05-13

View on SEC IAPD

Nearby Firms

COIGN CAPITAL ADVISORS LLC

NAVIGATE PRIVATE WEALTH, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Kyler Eric Brooksby

HEATHER MARIE SYRETT

Shirley Crosby Spencer

Nearby Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT

NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT

AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT

More in Draper, UT

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