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.

Current firm

CAPITA FINANCIAL NETWORK, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 15, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jun 15, 1998

First registration

Sep 27, 2007

Dual registered

no

IAPD individual key

3054070

• Occurred

  Jun 28, 2022
  Advisor changed firm

  Richard Jensen Gurr left Fidelity Personal And Workplace Advisors for Capita Financial Network, Llc (registered 2022-07-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9ea74eb-67e0-d190-2577-6daa40b88ba2

First observed

Sep 27, 2007

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.