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Chad Brian Austin

Capital Wealth, LLC

Lehi, UT

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Current Employers
Capital Wealth, Llc

1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-12
  • UT RA
    APPROVED
    Since 2025-03-12

Branch Locations

1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • 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
OrganizationCityStateFromTo
Fidelity Investments American Fork UT 12/2022 01/2025
Wells Fargo Bank Na Rigby ID 02/2022 12/2022
Ibex Construction Llc Lehi UT 07/2020 12/2021
Darden Restaurants American Fork UT 03/2020 07/2020
Ibex Construction Llc Lehi UT 07/2019 03/2020
The Church Of Jesus Christ Of Latter-Day Saints Southfield MI 06/2017 06/2019
Lehi City, Center Court Lehi UT 06/2015 05/2017
Lehi High School Lehi UT 08/2014 05/2017
Capital Wealth Advisors, Llc Lehi UT 02/2025 Present
  • 12/2022 → 01/2025
    Fidelity Investments
    American Fork, UT
  • 02/2022 → 12/2022
    Wells Fargo Bank Na
    Rigby, ID
  • 07/2020 → 12/2021
    Ibex Construction Llc
    Lehi, UT
  • 03/2020 → 07/2020
    Darden Restaurants
    American Fork, UT
  • 07/2019 → 03/2020
    Ibex Construction Llc
    Lehi, UT
  • 06/2017 → 06/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Southfield, MI
  • 06/2015 → 05/2017
    Lehi City, Center Court
    Lehi, UT
  • 08/2014 → 05/2017
    Lehi High School
    Lehi, UT
  • 02/2025 → Present
    Capital Wealth Advisors, Llc
    Lehi, UT
Previous Registrations
  • 2023-12-15 → 2025-01-30
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

CWA Insurance Services, LLC, Investment Related, Fixed Insurance, Insurance Agent, 50% of his time spent on this activity, Fixed insurance sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Chad Brian Austin
  • Austin Chad

View on SEC IAPD

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