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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-22 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capita Financial Network | Draper | UT | 08/2025 | Present |
| Goldman Sachs | Salt Lake City | UT | 07/2024 | 08/2025 |
| Brigham Young University | Provo | UT | 08/2023 | 07/2024 |
| Goldman Sachs | Salt Lake City | UT | 06/2023 | 08/2023 |
| Brigham Young University | Provo | UT | 09/2022 | 06/2023 |
| Summit Academy Schools | Draper | UT | 08/2016 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
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