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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-14 |
| NV | RA | APPROVED | 2025-11-10 |
| UT | RA | APPROVED | 2025-11-06 |
| CA | RA | APPROVED | 2025-11-05 |
| CO | RA | APPROVED | 2025-11-05 |
| ID | RA | APPROVED | 2025-11-05 |
| OR | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-05 |
| WA | RA | APPROVED | 2025-11-05 |
| WY | RA | APPROVED | 2025-11-05 |
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 |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Salt Lake City | UT | 07/2018 | 04/2023 |
| Mutual Of Omaha | Omaha | NE | 04/2017 | 04/2018 |
| Td Ameritrade | Omaha | NE | 02/2017 | 03/2017 |
| Union Pacific Corp | Omaha | NE | 01/2016 | 12/2016 |
| Creighton University - Nebrask | Omaha | NE | 08/2014 | 05/2018 |
| Zions Capital Advisors, Inc. | Salt Lake City | UT | 10/2025 | Present |
| Zions Bancorporation, N.A. | Salt Lake City | UT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-30 |
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