ZIONS INVESTMENT SECURITIES, INC.
Legal name: ZIONS INVESTMENT SECURITIES, INC
CRD #17776 SEC #801-42357 SALT LAKE CITY, UT 801-524-4731
SEC Registered Broker-Dealer
Total AUM
$26.1M
Discretionary
$0
Employees
51
Clients
101
Accounts
209
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHRISTENSEN, CURTIS REED | I | COMPLIANCE OFFICER,CROP,SROP | NA | Control |
| CHRISTENSEN, CURTIS REED | I | COMPLIANCE OFFICER,CROP,SROP | NA | Control |
| CHRISTENSEN, CURTIS REED | I | COMPLIANCE OFFICER,CROP,SROP | NA | Control |
| COOPER, JAMES REED | I | COO | NA | Control |
| COOPER, JAMES REED | I | COO | NA | Control |
| COOPER, JAMES REED | I | COO | NA | Control |
| FEIGER, GEORGE M | I | DIRECTOR | NA | Control |
| FEIGER, GEORGE MARK | I | DIRECTOR | NA | Control |
| FEIGER, GEORGE MARK | I | DIRECTOR | NA | Control |
| GISI, JOHN J | I | DIRECTOR | NA | Control |
| HALL, KAY BITTER | I | DIRECTOR | NA | Control |
| HALL, KAY BITTER | I | DIRECTOR | NA | Control |
| HALL, KAY BITTER | I | DIRECTOR | NA | Control |
| HEMINGWAY, WILLIAM DAVID | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| HEMINGWAY, WILLIAM DAVID | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| HEMINGWAY, WILLIAM DAVID | I | DIRECTOR, ACTING CHAIRMAN OF THE BOARD | NA | Control |
| HEMINGWAY, WILLIAM DAVID | I | DIRECTOR, CHAIRMAN OF THE BOARD | NA | Control |
| HOFMANN, GEORGE B III | I | DIRECTOR | NA | Control |
| HOFMANN, GEORGE BERNARD III | I | DIRECTOR | NA | Control |
| HOFMANN, GEORGE BERNARD III | I | DIRECTOR | NA | Control |
| HOFMANN, GEORGE BERNARD III | I | DIRECTOR | NA | Control |
| KELSON, PETER MICHAEL | I | ROP | NA | Control |
| KELSON, PETER MICHAEL | I | ROP | NA | Control |
| KELSON, PETER MICHAEL | I | ROP | NA | Control |
| KIRK, DIANA ELIZABETH | I | DIRECTOR | NA | Control |
| KIRK, DIANA ELIZABETH | I | DIRECTOR | NA | Control |
| KIRK, DIANA ELIZABETH | I | DIRECTOR | NA | Control |
| MILLER, RUSSELL WILLIAM | I | DIRECTOR | NA | Control |
| NICHOLS, DAVID RICHARD | I | SENIOR VP, CCO, SROP, CROP, CORP SECRETARY | NA | Control |
| ROGERS, SHANE LEE | I | REGIONAL PRESIDENT/SALES MANAGER | NA | Control |
| ROGERS, SHANE LEE | I | REGIONAL PRESIDENT/SALES MANAGER | NA | Control |
| ROGERS, SHANE LEE | I | REGIONAL PRESIDENT/SALES MANAGER | NA | Control |
| STEVENSON, JAMES HOWARD | I | DIRECTOR | NA | Control |
| STEVENSON, JAMES HOWARD | I | DIRECTOR | NA | Control |
| STEVENSON, JAMES HOWARD | I | DIRECTOR | NA | Control |
| STEVENSON, JAMES HOWARD | I | DIRECTOR | NA | Control |
| TAYLOR, DAVID JENKINS | I | REGIONAL PRESIDENT/SALES MANAGER | NA | Control |
| TAYLOR, DAVID JENKINS | I | REGIONAL PRESIDENT/SALES MANAGER | NA | Control |
| TAYLOR, DAVID JENKINS | I | PRESIDENT | NA | Control |
| TAYLOR, DAVID JENKINS | I | REGIONAL PRESIDENT/SALES MANAGER | NA | Control |
| VEITZ, RICHARD ROUZER | I | DIRECTOR | NA | Control |
| VEITZ, RICHARD ROUZER | I | DIRECTOR | NA | Control |
| VEITZ, RICHARD ROUZER | I | DIRECTOR | NA | Control |
| WEINLE, SHARON KAY | I | VICE PRESIDENT, FINOP, CORPORATE TREASURER,ROP | NA | Control |
| WEINLE, SHARON KAY | I | VICE PRESIDENT, FINOP, CORPORATE TREASURER,ROP | NA | Control |
| WEINLE, SHARON KAY | I | VICE PRESIDENT, FINOP, COO, CORPORATE TREASURER | NA | Control |
| WEINLE, SHARON KAY | I | VICE PRESIDENT, FINOP, CORPORATE TREASURER,ROP | NA | Control |
| ZIONS FIRST NATIONAL BANK | DE | PARENT COMPANY | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | PARENT COMPANY | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | PARENT COMPANY | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
Registrations
Federal
IA
May 1, 2002 REGISTERED
Notice Filings (5)
AZ ID NV UT WA
Address
ONE SOUTH MAIN STREET3RD FLOOR
SALT LAKE CITY, UT 84111
USA
Phone: 801-524-4731