Carson Logan Strong

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

• 01/2022 → Present
  Capita Financial Network
  Sandy, UT
• 06/2021 → 01/2022
  Observepoint
  Pleasant Grove, UT
• 08/2019 → 08/2020
  Zions Bank
  Provo, UT
• 06/2016 → 03/2017
  Bank Of Utah
  Salt Lake City, UT
• 03/2017 → 03/2019
  Church Of Jesus Christ Of Latter-Day-Saints
  Tokyo
• 08/2020 → 06/2021
  Brigham Young University
  Provo, UT
• 03/2019 → 08/2019
  Unemployed
  Syracuse, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-24