Tyler Kirt Williamson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2018
  Allegis Investment Advisors, Llc
  Sandy, UT
• 09/2013 → 02/2018
  Mbl Financial Dba Capita Financial Network
  Sandy, UT
• 02/2018 → Present
  Capita Financial Network, Llc
  Sandy, UT

Previous Registrations

• 2015-06-24 → 2018-06-15
  Allegis Investment Advisors, Llc
  Sandy, UT
  Idaho Falls, ID

Other Businesses

1). 4/2014 to Present; TKW Financial LLC; non investment-related;Eagle Mountain, Utah; owner; 2 hours per month; 0 hours during securities trading hours;personal LLC for tax purposes 2). 03/2021 - present; M3 Wealth LLC, Sandy, Utah, personal holdings entity, less than 1 hour per month; 0 hours per month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-23