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Advisor at CAPITA FINANCIAL NETWORK, LLC
Sandy, 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 16, 2018 | n/a | yes | Sandy, UT | Current employment |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Nov 18, 2015 | Jun 15, 2018 | no | sandy, UT|IDAHO FALLS, ID | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 11, 2009 | Nov 18, 2015 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLEGIS INVESTMENT ADVISORS, LLC | CAPITA FINANCIAL NETWORK, LLC | Jun 15, 2018 | Feb 16, 2018 | -119 | Firm change after gap | RIA to new firm |
| STRATEGIC ADVISERS LLC | ALLEGIS INVESTMENT ADVISORS, LLC | Nov 18, 2015 | Nov 18, 2015 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157314:290558:ID:2018-06-15 | Jun 15, 2018 | Feb 16, 2018 | IDAHO FALLS, ID | Firm change after gap |