Joshua Zillmer

Current Employers

Employment History

• 09/2012 → 08/2018
  Lpl Financial, Llc
  Wellington, FL
• 05/2013 → 12/2016
  Atlantic Capital Advisors
  Wellington, FL
• 10/2015 → 08/2018
  Independent Financial Partners
  Boca Raton, FL
• 08/2018 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-10-29 → 2018-10-12
  Independent Financial Partners
  Boca Raton, FL
  Wellington, FL
• 2012-10-08 → 2016-09-08
  Lpl Financial Llc
  Wellington, FL
  Ft Lauderdale, FL
  Hobe Sound, FL
  Tequesta, FL
  Delray Beach, FL
  Palm Beach, FL
  Palm Beach, FL
  Boynton Beach, FL
  West Palm Beach, FL
  Jupiter, FL
  Boca Raton, FL
  Wellington, FL
• 2012-01-11 → 2012-08-20
  Nfsg Corporation
  Boca Raton, FL
  Boca Raton, FL
• 2011-02-17 → 2011-07-26
  Pnc Wealth Management Llc
  Loxahatchee, FL
  Royal Palm Beach, FL
  Royal Palm Beach, FL
  Belle Glade, FL
  Pahokee, FL
  Washington, DC
  Wellington, FL
  Wellington, FL
  Wellington, FL

Other Businesses

1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 7/2018, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE. 2) NAME OF OTHER BUSINESS: ZILLMER WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) CAPITAL DIRECTION, INC, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, S CORP, STARTED 12/2016, PRESIDENT/OWNER LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: BUSINESS ENTITY FOR TAX PURPOSES. 4) NAME OF OTHER BUSINESS: WESTERN COMMUNITIES FOOTBALL LEAGUE; INVESTMENT RELATED: NO; ADDRESS: 11700 PIERSON ROAD WELLINGTON FL 33414; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: OVERSEE OVERALL OPERATIONS AND STRATEGIC DIRECTION; 5) NAME OF OTHER BUSINESS: FAU & KEISER UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: 777 GLADES RD BOCA RATON, FL 33431; NATURE OF BUSINESS: REFEREE; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: NCAA OFFICIAL/REFEREE; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: ENSURING RULES ARE FOLLOWED DURING FOOTBALL GAMES; 7) NAME OF OTHER BUSINESS: THE VILLAGE OF WELLINGTON; INVESTMENT RELATED: NO; ADDRESS: 12300 FOREST HILL BOULEVARD, WELLINGTON, FL 33414; NATURE OF BUSINESS: CIVIC ORGANIZATION; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: PARKS AND RECREATION ADVISORY COMMITTEE; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RECOMMEDATIONS ON DEVELOPMENT OF PARKS, PARKWAYS, PLAYGROUNDS AND RECREATION FACILITIES, REGULATION AND FEES;

Exams

• S66 Uniform Combined State Law Examination
  2011-02-15
• S63 Uniform Securities Agent State Law Examination
  2008-01-17

Other Names

• Josh Zillmer
• Joshua Zillmer
• Joshua Zillmer