Cassandra Cosslett Myers

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Capita Financial Network
  Sandy, UT

Other Businesses

01/2019 - present; Cosslett LLC;Sandy, Utah; sole member LLC; non-investment related; 1 hour per month, 0 hours per month during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-08