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Inactive

Tanner Steven Smith

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 2022-03-21
  • UT RA
    APPROVED
    Since 2022-03-21

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 Sandy UT 10/2021 Present
Lakeridge Construction Highland UT 02/2020 10/2021
Southern Utah University Cedar City UT 09/2018 02/2020
Lakeridge Construction Highland UT 06/2018 09/2018
Church Of Jesuis Christ Of Latter-Day Saints Charlotte NC 06/2016 06/2018
  • 10/2021 → Present
    Capita Financial Network
    Sandy, UT
  • 02/2020 → 10/2021
    Lakeridge Construction
    Highland, UT
  • 09/2018 → 02/2020
    Southern Utah University
    Cedar City, UT
  • 06/2018 → 09/2018
    Lakeridge Construction
    Highland, UT
  • 06/2016 → 06/2018
    Church Of Jesuis Christ Of Latter-Day Saints
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-11
  • S65 Uniform Investment Adviser Law Examination
    2022-03-11
Other Names
  • Tanner Smith

View on SEC IAPD

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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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