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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-02-16 |
Branch Locations
9980 South 300 West Suite 140, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors, Llc | Sandy | UT | 06/2015 | 06/2018 |
| Mbl Financial Dba Capita Financial Network | Sandy | UT | 09/2013 | 02/2018 |
| Capita Financial Network, Llc | Sandy | UT | 02/2018 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-23 |
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