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 organized as a corporation and is classified in the source data as an investment bank. The firm has been SEC-registered since 1986. Ownership is listed as a combination of a domestic entity and an individual. The FINTRX snapshot indicates limited public disclosure about the firm’s advisory activities or fee model. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available record.
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 3
Jennifer Hash
Chief Compliance OfficerCRD 4123554
Christopher Kyriakakis
Chief Risk OfficerCRD 8020162
Robert Ryan Richards
Chief Financial OfficerCRD 8021252
Contacts
3 of 76
Richard Johnson
Compliance OfficerCRD 5269717
Catherine Novak
Registered RepresentativeCRD 4082658
Stephen Willden
Director of Internal AuditCRD 6319554
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
Similar firms
Alpine Securities Corporation
Broker-DealerSalt Lake City , UT
Yuki-Co, LLC
Broker-DealerSalt Lake City , UT
Bd|Cortina
Broker-DealerSalt Lake City , UT
Decheque Securities LLC
Broker-DealerSalt Lake City , UT
Ridgeview Capital, LLC
Broker-DealerSalt Lake City , UT
Brex Treasury LLC
Broker-DealerSalt Lake City , UT