Donna Krager Lyon

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2018-04-16

UT RA
APPROVED

Since 2018-04-16

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

Organization	City	State	From	To
Kcg Securities, Llc	Draper	UT	05/2016	04/2018
Knox Capital Advisors, Llc	Draper	UT	05/2016	03/2018
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	03/2018	Present

05/2016 → 04/2018

Kcg Securities, Llc

Draper, UT
05/2016 → 03/2018

Knox Capital Advisors, Llc

Draper, UT
03/2018 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2016-08-24 → 2018-04-16

Knox Capital Advisors, Llc

Draper, UT

Other Businesses

1. RENTAL PROPERTY, 212 E 47TH ST, NEW YORK, NY, <1 HR MO, START 07/08, INVESTMENT RELATED 2. 50% OWNER OF KRAGER INVESTMENTS, LLC, PRIVATE RESIDENCE, SINCE APPROXIMATELY 1998; COMPANY HOLDS MISC BUSINESS AND REAL ESTATE ASSETS PRIMARILY RELATED TO A BREW PUB AND ITS REAL ESTATE IN COLUMBUS, OH; SPENDS LESS THAN 1 HOUR PER MONTH ON THIS ACTIVITY. 3. RENTAL PROPERTY, INVESTMENT RELATED. PRIVATE RESIDENCE. 100% OWNER, VACATION HOME ON LAKE ONTARIO. START DATE 9/30/2015.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-22
S63	Uniform Securities Agent State Law Examination	2006-04-14

S65 Uniform Investment Adviser Law Examination

2016-08-22
S63 Uniform Securities Agent State Law Examination

2006-04-14

Other Names

Donna Elizabeth Krager

View on SEC IAPD