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Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States
1717 West Loop S, 10Th Fl, Houston, TX 77027 • United States
Sugar Land, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Direct, Inc. | Salt Lake City | UT | 06/2016 | Present |
| Zions Bancorporation, N.A. | Houston | TX | 06/2014 | Present |
| Zions Capital Advisors, Inc. | Houston | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
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