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Ella A. Dalton

KPG CAPITAL PARTNERS
PARK CITY, UT 84098
Some features on this profile are disabled
CRD#: 8141699
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Ella Anne DaltonKPG CAPITAL PARTNERS

Professional summary

Ella Anne Dalton, who also goes by Ella Anne Medina, is a registered financial professional currently at KPG CAPITAL PARTNERS, LLC located in Park City, Utah.

Ella is registered as a RR (Registered Representative) and started their career in finance in 2026. Ella has worked at 1 firm and has passed the SIE and Series 7TO exams.

Aliases

Ella Anne Medina

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ella Anne Dalton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 16, 2026 - Present

KPG CAPITAL PARTNERS, LLC

Office #1: 1389 Center Drive Suite 200, Park City, UT 84098
BD
CRD#: 165392
PARK CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/16/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 7/16/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/2/2026
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KC
KPG CAPITAL PARTNERS, LLC
KPG CAPITAL PARTNERS, LLC

CRD#: 165392 / SEC#: , 8-69158

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1389 Center Drive Suite 200, Park City, UT 84098
Mailing Address
1389 Center Drive Suite 200, Park City, UT 84098
Phone number
(212) 588-8889
Established
Delaware since 12/11/2011
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
GETTINGER, KENNETH PAULMANAGING MEMBER, EXECUTIVE REP., & GSP1511817
BUSHMAN, SHAUNA NMNCHIEF COMPLIANCE OFFICER, FINOP/CFO, CE OFFICER, AML OFFICER & GSP5231277

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KPG CAPITAL PARTNERS, LLC

CRD#: 165392Park City, UT 84098

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