Zions Direct, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 17776
- Registered since
- April 28, 1986
- Website
- www.zionsdirect.com
Firm profile
FINTRXOverview
Zions Direct, Inc. is recorded as a corporation that first registered with the SEC in 1986. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The record indicates the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant, related adviser, or a newly formed adviser. Specific business lines, advisory activities, client types, and fee arrangements were not provided in the available extract.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Robert Ryan Richards
Chief Financial OfficerCRD 8021252
Christopher Kyriakakis
Chief Risk OfficerCRD 8020162

Jennifer Hash
Chief Compliance OfficerCRD 4123554
Contacts
3 of 71Henry Liston
Financial AnalystCRD 4989958

Mandy Querio
Managing DirectorCRD 3130497

Ralph Gochnour
Associate DirectorCRD 6667535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 1 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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