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TC

Todd B. Crosland

COINZOOM SECURITIES
Salt Lake City, UT 84117
Some features on this profile are disabled
CRD#: 6182205
TC

Professional summary

Todd Benjamin Crosland is a registered financial professional currently at COINZOOM SECURITIES, LLC located in Salt Lake City, Utah.

Todd is registered as a RR (Registered Representative) and started their career in finance in 2014. Todd has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd Benjamin Crosland's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 14, 2014 - Present

COINZOOM SECURITIES, LLC

Office #1: 4640 S. Holladay Village Plaza Suite #206, Salt Lake City, UT 84117Office #2: 4640 S. Holladay Village Plaza Suite #206, Salt Lake City, UT 84117
BD
CRD#: 167337
Salt Lake City, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/18/2019)
RR
Colorado
(1/14/2019)
RR
Florida
(6/10/2016)
RR
New Jersey
(8/7/2020)
RR
New York
(2/6/2019)
RR
Texas
(1/22/2019)
RR
Utah
(1/10/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/29/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/18/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
COINZOOM SECURITIES, LLC
COINZOOM SECURITIES, LLC | SEED EQUITY VENTURES, LLC | CZ SECURITIES

CRD#: 167337 / SEC#: , 8-69255

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4640 S. Holladay Village Plaza Suite #206, Salt Lake City, UT 84117
Mailing Address
4640 S. Holladay Village Plaza Suite #206, Salt Lake City, UT 84117
Phone number
(844) 438-7333
Established
Utah since 03/04/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SEED EQUITY HOLDINGS LLCDIRECT OWNER
CROSLAND, TODD BENJAMINCEO AND CCO
ROLFE, DEREK BRADLEY MR.FINOP

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.

Company Information

COINZOOM SECURITIES, LLC

CRD#: 167337Salt Lake City, UT 84117

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