Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2020-01-03 |
Branch Locations
Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States
American Fork, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 06/2014 | 04/2018 |
| Alpine Securities | Salt Lake City | UT | 04/2018 | 12/2019 |
| Zions Bancorp | Salt Lake City | UT | 12/2019 | Present |
Uber, Not Investment Related; 1253 N 1190 E American Fork, UT 84003; Rideshare Company; Independent Contractor; 06/2024 start; no hours devoted to OBA during securities trading hours; receive fees for rideshare, food deliveries, and shopping for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-08 |
Reach out to this advisor