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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-19 |
| NV | RA | APPROVED | 2024-08-14 |
| UT | RA | APPROVED | 2024-08-14 |
| CA | RA | APPROVED | 2024-08-13 |
| CO | RA | APPROVED | 2024-08-13 |
| ID | RA | APPROVED | 2024-08-13 |
| OR | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED | 2024-08-13 |
| WA | RA | APPROVED | 2024-08-13 |
| WY | RA | APPROVED | 2024-08-13 |
Branch Locations
11622 El Camino Real, San Diego, CA 92130 • United States
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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | San Diego | CA | 01/1994 | 03/2017 |
| Lpl Financial | San Diego | CA | 06/1993 | 10/2016 |
| Unemployed | San Diego | CA | 10/2016 | 03/2017 |
| Zions Capital Advisors | San Diego | CA | 03/2017 | 12/2023 |
| Zions Capital Advisors, Inc. | San Diego | CA | 08/2024 | Present |
| Zions Bancorporation, N.A. | San Diego | CA | 03/2017 | Present |
| Zions Direct, Inc. | San Diego | CA | 08/2024 | Present |
RENTAL PROPERTIES; 3855 CAMINO LINDO, SAN DIEGO, CA 92122 & 12544 CAMARERO CT, SAN DIEGO, CA 92130; START 2013; OWN/MANAGE 2 RESIDENTIAL REAL ESTATE PROPERTIES; NET RENTAL INCOME $1500 MONTH; 1 HOUR PER MONTH:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-28 |
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