Robert Chalmer Zimmerman

Current Employers

Employment History

• 05/1999 → 09/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 12/2004 → Present
  Mathewson Tax Service
  Carleton, MI
• 10/2023 → Present
  Osaic Wealth, Inc.
  Carleton, MI

Previous Registrations

• 2012-03-02 → 2023-10-11
  Spc
  Carleton, MI
  Ann Arbor, MI
  Carleton, MI
  Carleton, MI
• 2009-11-12 → 2010-12-31
  Spc
  Carleton, MI
• 2007-07-06 → 2007-12-31
  Spc
  Carleton, MI
• 2003-01-22 → 2005-12-31
  Spc
  Carleton, MI

Other Businesses

1. MATHEWSONS TAX SERVICE: TAX PREPARATION. 2. Own and receive rental from tenants for commercial property, Carleton, MI. Start date: 10/14/19, approx. 2 hrs/mo. 3.MATHEWSONS TAX SERVICE POSITION: owner NATURE: to complete corporate and individual income taxes, as well as payroll accounting. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2013 ADDRESS: 12753 grafton road, carleton MI 48117, United States DESCRIPTION: to complete corporate and individual income tax returns. As well as payroll for corporate clients 4. WOODLAND FARMS HOA POSITION: TREASURER NATURE: I AM ON THE HOA BOARD OF MY SUBDIVISON INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: PO BOX 2258, MONROE MI 48161, United States DESCRIPTION: I VOTE ON THINGS FOR THE NEIGBORHOOD AND KEEP THE BUDGET AND BALANCE SHEET FOR THE SUB 5. IDA SCHOOL ATHLETIC BOOSTER POSITION: president NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 3145 Prairie Street, Ida MI 48140, United States DESCRIPTION: run meetings and help with the athletic programs as IDA schools

Exams

• S66 Uniform Combined State Law Examination
  2003-01-13

Other Names

• Bobby Zimmerman