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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-03 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
9825 Kenwood Road Suite 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zimmer Law Firm, Llc | Cincinnati | OH | 07/2014 | Present |
| Integrity Advisory Solutions | Cincinnati | OH | 03/2025 | Present |
1) American Academy of Estate Planning Attorneys; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Legal Services; Attorney; 09/01/1994; 200 hours per month; 160 hours during security hours; Provide legal advice and planning services to individuals and families. 2) American Academy Wealth; Investment Related; 9825 Kenwood Rd, Suite 201, Cincinnati, OH 45242; Investment Advisory Services ; Investment Adviser Representative; 03/24/2025; 0 hours per month; 0 hours during security hours; Investment Advisory Services. 3) Zimmer Law Firm, LLC; not investment related; 9825 Kenwood Rd, Suite 201; Cincinnati, OH 45242; Legal Services; Attorney/Owner; 06/01/1993; 200 hours per month; 160 hours during security hours; Own and operate a law firm engaged in estate planning, estate settlement, and Medicaid pre-planning services for individuals and families. 4) ZLF Advisory Services; Investment Related; 9825 Kenwood Rd, Suite 201; Cincinnati, OH 45242; DBA for Securities; IAR; 03/25/2025; 43 hours per month; 30 hours during security hours; Provide advisory services to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
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