Troy Garrett Zimmerman

Current Employers

Employment History

• 06/2007 → Present
  Lpl Financial Llc
  Mount Pleasant, SC
• 12/2023 → Present
  Missional Advisor Group Llc
  Mount Pleasant, SC

Previous Registrations

• 2007-06-21 → 2024-04-10
  Lpl Financial Llc
  Naperville, IL
  St Charles, IL
  Mount Pleasant, SC
  Nashville, TN
  St Charles, IL
  St Charles, IL
  St. Charles, IL
• 2005-06-09 → 2007-06-25
  A. G. Edwards & Sons, Inc.
  Geneva, IL
  Geneva, IL

Other Businesses

1. 01/08/2013 - JVZ Greystones - Real Estate Rental - Investment Related - St Charles & Naperville 2. 03/17/2015 - Propel Investment Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2015 - 160 Hours Per Month/ 6 Hours During Trading 3. 2/14/2017 - Knock Knock Properties LLC - Investment Related - 1003 Albert Ave, Sycamore IL, DeKalb IL & Summerville SC - Real Estate Rental - Started 04/01/2016 - 5 Hours Per Month/3 Hours During Securities Trading. 4. 9/18/2018 - Zimmerman Holdings LLC - Investment Related - 1462 Gunnison St, Mount Pleasant SC 29466 - Real Estate Rental - Start Date: 10/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - LLC for real estate owned by Troy Zimmerman and Cheryl Zimmerman (spouse). 5. 09/26/2019 - Pinity - Other - Mobile App - Owner/ Creator - Not Investment Related - Home Based - Start Date 05/01/2019 - 4 Hours Per Month/ 0 Hours During Trading 6. 01/08/2024 - Missional Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 160 Hours Per Month/ 7 Hours During Trading 7. 01/09/2024 - Missional Advisor Group LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 120 Hours Per Month/ 6 Hours During Trading 8. 01/09/2024 - Missional Advisor Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 120 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Missional Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 1/2042. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 04/10/2024 - Troy Zimmerman is a General Partner at Missional Capital Group LLC - Registered Investment Advisor ; Investment Related ; At Reported Business Location(s) ; Start Date 01/04/2024 ; 15 Hours Per Month during trading / 35 Hours During outside Trading ; Asset Management, Deal Flow, Initial Underwriting ; Syndicating multi-family and retail real estate investments for investors ; Percentage of total yearly compensation is 0 ; Contact person at the organization: Troy Zimmerman ; Website address for the organization: http://missional.group. 10. 01/08/2025- Summerfield Fund LLC-General Partner- Investment Related- 101 Summerfield Pl Florence Alabama 35630 - Start date 2024/12/01- 5 Hours Per Month/ 5 Hours Outside Trading - The Summerfield Fund LLC is a syndicated real estate company. The LLC owns a 71 unit apartment community in Florence AL. Missional Capital Group / Missional Capital Management Corp is the sponsor and manager of the Summerfield Fund LLC.- Syndication Sponsor, Asset manager- Percentage of total yearly compensation expected to be derived from the business: 1 - Website address for the organization: missional.group. 11. 01/08/2025 - Timbers Fund LLC- General Partner - Investment Related- 102 Timbers Place Florence Alabama 35630 - Start date 2024/06/28 - 5 Hours Per Month/ 5 Hours Outside Trading - The Timbers Fund is a syndicated real estate deal. It is a 55 unit apartment complex in Florence AL. Missional Capital Group / Missional Capital Management Corp are the managers of the Timbers Fund- Duties: Asset Manager / Syndication Sponsor - Percentage of total yearly compensation expected to be derived from the business: 1- Website address for the organization: missional.group .

Exams

• S66 Uniform Combined State Law Examination
  2005-06-08