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DR

Derek B. Rolfe

COINZOOM SECURITIES
SALT LAKE CITY, UT 84117
CRD#: 8108949
Some features on this profile are disabled
DR
Derek Bradley Rolfe Mr.COINZOOM SECURITIES

Professional summary

Derek Bradley Rolfe Mr., who also goes by Derek Rolfe, is a registered financial professional currently at COINZOOM SECURITIES, LLC located in Salt Lake City, Utah.

Derek is registered as a RR (Registered Representative) and started their career in finance in 2025. Derek has worked at 1 firm and has passed the Series 7TO, SIE, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Derek Rolfe

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 Derek Bradley Rolfe Mr.'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

September 2, 2025 - Present

COINZOOM SECURITIES, LLC

Office #1: 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 9/2/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2025
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/11/2026
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 12/8/2025
Financial and Operations 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)
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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)

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

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Company Information

COINZOOM SECURITIES, LLC

CRD#: 167337Salt Lake City, UT 84117

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