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Inactive

Schafer Heiner

Captrust

Salt Lake City, UT

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-01
  • UT RA
    APPROVED
    Since 2025-05-01

Branch Locations

13961 S. Minuteman Drive Suite 300, Salt Lake City, 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
Capfinancial Partners, Llc. (Captrust) Draper UT 06/2024 Present
Alice Lane Home Collection Lindon UT 08/2023 05/2024
Zions Bancorporation Salt Lake City UT 06/2023 08/2023
Central Bank Utah Lehi UT 07/2022 10/2022
Provo School District Provo UT 11/2020 02/2023
Quick Quack Car Wash Orem UT 03/2021 10/2021
Alice Lane Home Collection Lindon UT 03/2022 07/2022
Unemployed Salt Lake City UT 03/2023 05/2023
Provo High School Provo UT 01/2015 05/2017
Church Of Jesus Christ Of Latter Day Saints Tucson AZ 08/2017 08/2019
Utah Valley University Orem UT 08/2019 05/2024
  • 06/2024 → Present
    Capfinancial Partners, Llc. (Captrust)
    Draper, UT
  • 08/2023 → 05/2024
    Alice Lane Home Collection
    Lindon, UT
  • 06/2023 → 08/2023
    Zions Bancorporation
    Salt Lake City, UT
  • 07/2022 → 10/2022
    Central Bank Utah
    Lehi, UT
  • 11/2020 → 02/2023
    Provo School District
    Provo, UT
  • 03/2021 → 10/2021
    Quick Quack Car Wash
    Orem, UT
  • 03/2022 → 07/2022
    Alice Lane Home Collection
    Lindon, UT
  • 03/2023 → 05/2023
    Unemployed
    Salt Lake City, UT
  • 01/2015 → 05/2017
    Provo High School
    Provo, UT
  • 08/2017 → 08/2019
    Church Of Jesus Christ Of Latter Day Saints
    Tucson, AZ
  • 08/2019 → 05/2024
    Utah Valley University
    Orem, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-04-30

View on SEC IAPD

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