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Alison Avery Drews

Capita Financial Network, LLC

Draper, UT

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Current Employers
Capita Financial Network, Llc

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-12-11
  • UT RA
    APPROVED
    Since 2023-12-11

Branch Locations

14658 S. Bangerter Pkwy Ste 300, Draper, 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
OrganizationCityStateFromTo
Fisher Investments Plano TX 02/2021 05/2023
Taiyo Yuden Solana Beach CA 07/2019 08/2020
Prosource Wholesale San Diego CA 05/2018 03/2019
Peet's Coffee/Starbucks Azusa CA 08/2015 05/2018
Azusa Pacific University Azusa CA 08/2014 05/2018
Unemployed San Diego CA 03/2019 07/2019
Unemployed San Diego CA 08/2020 02/2021
Capita Financial Network Sandy UT 12/2023 Present
Unemployed Saratoga Springs UT 05/2023 12/2023
  • 02/2021 → 05/2023
    Fisher Investments
    Plano, TX
  • 07/2019 → 08/2020
    Taiyo Yuden
    Solana Beach, CA
  • 05/2018 → 03/2019
    Prosource Wholesale
    San Diego, CA
  • 08/2015 → 05/2018
    Peet's Coffee/Starbucks
    Azusa, CA
  • 08/2014 → 05/2018
    Azusa Pacific University
    Azusa, CA
  • 03/2019 → 07/2019
    Unemployed
    San Diego, CA
  • 08/2020 → 02/2021
    Unemployed
    San Diego, CA
  • 12/2023 → Present
    Capita Financial Network
    Sandy, UT
  • 05/2023 → 12/2023
    Unemployed
    Saratoga Springs, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10
Other Names
  • Alison Drews
  • Alison Avery Frasca

View on SEC IAPD

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Other Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
LPL FINANCIAL LLC · DRAPER, UT
ELEVATED CAPITAL ADVISORS, LLC · DRAPER, UT
PALISADE WEALTH MANAGEMENT · DRAPER, UT

More in Draper, UT

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