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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Venture Inc | Appleton | WI | 02/2016 | 09/2021 |
| Securities America, Inc | Kimberly | WI | 09/2021 | 06/2024 |
| Securities America Advisors | Kimberly | WI | 02/2022 | 06/2024 |
| Osaic Wealth, Inc. | Kimberly | WI | 06/2024 | Present |
1. ZIMMER FINANCIAL GROUP LLC POSITION: Financial Advisor/Investment Professional NATURE: d/b/a for financial advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 02/14/2022 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54956, United States DESCRIPTION: Financial Advisory Services 2. HIGHLAND CAPITAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/14/2022 ADDRESS: 717 Eisenhower Dr, Kimberly WI 54136, United States DESCRIPTION: I will be utilizing Highland Capital mostly for term life insurance for clients that have that need. 3. PUBLIC NOTARY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2024 ADDRESS: 717 Eisenhower Drive, Kimberly, WI 54136, United States DESCRIPTION: Notarize documents for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-13 |
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