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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 | 2010-01-19 |
Branch Locations
One South Main St. 17Th Fl, Salt Lake City, UT 84133 • United States
Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States
Kaysville, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Bancorporation, N.A. | Salt Lake City | UT | 04/2006 | Present |
| Zions Direct, Inc. | Salt Lake City | UT | 04/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-29 |
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