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Melanie S Tinling

Capita Financial Network, LLC

Draper, UT

CRD 8101030

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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:

Current Employers
Capita Financial Network, Llc

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-27
  • UT RA
    APPROVED
    Since 2025-05-27

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 Draper UT 08/2021 Present
Hca Healthcare Millcreek UT 04/2017 08/2021
Lighten Home Health & Hospice Cottonwood Heights UT 05/2016 04/2020
  • 08/2021 → Present
    Capita Financial Network
    Draper, UT
  • 04/2017 → 08/2021
    Hca Healthcare
    Millcreek, UT
  • 05/2016 → 04/2020
    Lighten Home Health & Hospice
    Cottonwood Heights, UT
Other Businesses

Rental property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-15
  • S65 Uniform Investment Adviser Law Examination
    2025-05-15

View on SEC IAPD

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