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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-16 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capita Financial Network | Draper | UT | 09/2022 | Present |
| Ep Wealth Advisors | Salt Lake City | UT | 10/2020 | 09/2022 |
| Financial Insight Center | Salt Lake City | UT | 04/2018 | 10/2020 |
| Cat Cora's Kitchen | Salt Lake City | UT | 01/2017 | 04/2018 |
| Utah Community Action | Salt Lake City | UT | 01/2014 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-06 |
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