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Reading the graph
Advisor at CAPITA FINANCIAL NETWORK, LLC
DRAPER, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPITA FINANCIAL NETWORK, LLC | Independent wealth | Feb 10, 2025 | n/a | yes | DRAPER, UT | Current employment |
| ALLOS INVESTMENT ADVISORS, LLC | Independent wealth | Dec 6, 2023 | Nov 1, 2024 | no | Saratoga Springs, UT | Previous registration |
| SEARCY FINANCIAL SERVICES, INC. | Independent wealth | Oct 13, 2023 | Nov 1, 2024 | no | Saratoga Springs, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEARCY FINANCIAL SERVICES, INC. | ALLOS INVESTMENT ADVISORS, LLC | Nov 1, 2024 | Dec 6, 2023 | -331 | Firm change after gap | RIA to RIA |
| ALLOS INVESTMENT ADVISORS, LLC | CAPITA FINANCIAL NETWORK, LLC | Nov 1, 2024 | Feb 10, 2025 | 101 | Firm change | RIA to RIA |