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Zions Capital Advisors, Inc. CRD 131308
$831M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-03-02 |
Branch Locations
Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Bancorporation | Salt Lake City | UT | 12/2014 | Present |
| Zions Direct, Inc. | Salt Lake City | UT | 12/2014 | Present |
| Zions Capital Advisors Inc | Salt Lake City | UT | 02/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
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