Joe Morris Zimmerman

Current Employers

Employment History

• 11/2001 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 12/2019 → 12/2020
  Sa Stone Wealth Management Inc.
  Birmingham, AL
• 12/2019 → 12/2020
  Sa Stone Investment Advisors Inc.
  Birmingham, AL
• 01/2021 → Present
  World Capital Brokerage, Inc.
  Denver, CO
• 01/2021 → Present
  Investment Research Corporation
  Denver, CO

Previous Registrations

• 2019-12-06 → 2020-12-31
  Stonex Advisors Inc.
  Birmingham, AL
• 2005-01-06 → 2019-12-06
  Quest Capital Strategies, Inc.
  Laguna Hills, CA
  Laguna Hills, CA
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

INVESTMENT RESEARCH CORPORATION : INVESTMENT RELATED : 1636 NORTH LOGAN STREET - DENVER, CO. 80203 NATURE OF BUSINESS : REGISTERED INVESTMENT ADVISOR : POSITION : INVESTMENT ADVISOR REPRESENTATIVE RELATIONSHIP : INDEPENDENT CONTRACTOR : START DATE : 01-01-2021: DEVOTED HOURS: 80 - 100 PER MONTH DEVOTED HOURS DURING TRADING HOURS : 80 - 100 PER MONTH : DUTIES : CLIENT PORTFOLIO REVIEW AND MANAGEMENT ASSET MGMT CONCEPTS - ADVISOR SUPPORT - INVESTMENT-RELATED. PO BOX 272744 HOUSTON, TX 77277. NATURE OF BUSINESS: FIXED INSURANCE PRODUCT SALES AND DISTRIBUTION. 100% OWNER, OWNER. STARTED 12/17/1993. 20 HRS/MONTH AND 10 HRS/MONTH DURING TRADING HOURS. DUTIES: PROVIDE INSURANCE PRODUCTS, TRAINING AND SUPPORT TO LICENSED INSURANCE AGENTS. TERRA STAFFING - NON INVESTMENT RELATED - 250 Litchfield Road Suite 225 Goodyear, AZ 85338, PROJECT STAFFING, PROJECT CONSULTANT, PART TIME CONTRACT COMPUTER SUPPORT, START DATE 07/29 2022, 96 HOURS/MO. AND 0 - 20 HOURS/MONTH DURING TRADING HOURS, DUTIES INCLUDE MISCELLANEOUS TASKS INCLUDING THE INSTALLATION AND DIAGNOSTIC TESTING OF COMPUTER SYSTEMS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-29
• S65 Uniform Investment Adviser Law Examination
  2000-07-27