Blake A. Bihm
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Blake Anthony Bihm was a registered financial professional .
Blake is a previously registered financial professional and started their career in finance in 1993. Blake had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 4, 2022 - March 14, 2025
ZIONS CAPITAL ADVISORS, INC.
January 6, 2016 - December 31, 2024
ZIONS DIRECT, INC.
January 7, 2004 - November 20, 2006
AMEGY INVESTMENTS, INC.
September 25, 2003 - April 15, 2004
SOUTHWEST BANK OF TEXAS, N.A.
May 13, 2003 - December 31, 2015
AMEGY INVESTMENTS, INC.
August 1, 2002 - May 15, 2003
FISERV INVESTOR SERVICES, INC.
February 25, 2002 - August 1, 2002
J.P. MORGAN SECURITIES INC.
February 19, 2002 - July 30, 2002
J.P. MORGAN SECURITIES OF TEXAS, INC.
July 30, 2001 - February 11, 2002
J.P. MORGAN SECURITIES INC.
May 13, 1993 - February 8, 2002
J.P. MORGAN SECURITIES OF TEXAS, INC.
April 29, 1993 - May 13, 1993
TEXAS COMMERCE BROKERAGE
January 22, 1993 - June 8, 1993
TEXAS COMMERCE EQUITIES, INC.
Primary Firm SEC Registration
ZIONS CAPITAL ADVISORS, INC.
CRD#: 131308 / SEC#: 801-63287
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ZIONS CAPITAL ADVISORS, INC.
CRD#: 131308 / SEC#: 801-63287
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 1,460,957,454 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/11/2025 | ||
| 02/26/2024 | ||
| 02/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
