Ryan Kartchner

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-04-07

UT RA
APPROVED

Since 2026-04-07

Branch Locations

13961 S. Minuteman Drive Suite 300, Salt Lake City, UT 84020 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Full-Time Education	Orem	UT	08/2016	10/2016
Missionary Training Center	Provo	UT	10/2016	05/2018
Mountain View Chiropractic	Orem	UT	05/2018	12/2018
Tucanos	Orem	UT	09/2018	09/2019
The Professional Financial Company	Pleasant Grove	UT	03/2019	09/2019
Full-Time Education	Orem	UT	09/2019	12/2019
Utah Community Credit Union	Orem	UT	12/2019	01/2021
Firstpurpose Wealth	Orem	UT	01/2021	05/2021
Unemployed	Provo	UT	05/2021	07/2021
Fidelity Investments	Salt Lake City	UT	07/2021	07/2024
Utah Valley University	Orem	UT	01/2018	05/2018
Morgan Stanley	South Jordan	UT	02/2025	05/2025
Unemployed	Orem	UT	07/2024	02/2025
Summit Global Investments	Bountiful	UT	05/2025	02/2026
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	03/2026	Present

08/2016 → 10/2016

Full-Time Education

Orem, UT
10/2016 → 05/2018

Missionary Training Center

Provo, UT
05/2018 → 12/2018

Mountain View Chiropractic

Orem, UT
09/2018 → 09/2019

Tucanos

Orem, UT
03/2019 → 09/2019

The Professional Financial Company

Pleasant Grove, UT
09/2019 → 12/2019

Full-Time Education

Orem, UT
12/2019 → 01/2021

Utah Community Credit Union

Orem, UT
01/2021 → 05/2021

Firstpurpose Wealth

Orem, UT
05/2021 → 07/2021

Unemployed

Provo, UT
07/2021 → 07/2024

Fidelity Investments

Salt Lake City, UT
01/2018 → 05/2018

Utah Valley University

Orem, UT
02/2025 → 05/2025

Morgan Stanley

South Jordan, UT
07/2024 → 02/2025

Unemployed

Orem, UT
05/2025 → 02/2026

Summit Global Investments

Bountiful, UT
03/2026 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2025-05-07 → 2026-02-17

Summit Global Investments, Llc

Bountiful, UT
2023-02-24 → 2024-08-15

Fidelity Personal And Workplace Advisors

American Fork, UT

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-17
S63	Uniform Securities Agent State Law Examination	2021-12-06

S66 Uniform Combined State Law Examination

2023-02-17
S63 Uniform Securities Agent State Law Examination

2021-12-06

Other Names

Ryan William Kartchner
Ryan Kartchner

View on SEC IAPD