William Roberts Howe

$2.32B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-09-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Capita Financial Network	Draper	UT	09/2024	Present
Chick Fil A - Provo	Provo	UT	01/2024	09/2024
Chick Fil A - Layton	Layton	UT	06/2023	01/2024
Volunteer Representative For Church Of Jesus Christ	Lubbock	TX	07/2021	06/2023
Chick Fil A - Layton	Layton	UT	11/2018	06/2021
Syracuse City Recreation Department	Syracuse	UT	09/2018	11/2018
Warner Robins High School	Warner Robins	GA	09/2015	09/2018

09/2024 → Present

Capita Financial Network

Draper, UT
01/2024 → 09/2024

Chick Fil A - Provo

Provo, UT
06/2023 → 01/2024

Chick Fil A - Layton

Layton, UT
07/2021 → 06/2023

Volunteer Representative For Church Of Jesus Christ

Lubbock, TX
11/2018 → 06/2021

Chick Fil A - Layton

Layton, UT
09/2018 → 11/2018

Syracuse City Recreation Department

Syracuse, UT
09/2015 → 09/2018

Warner Robins High School

Warner Robins, GA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-20

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