Brian James Zimmerman

Current Employers

Employment History

• 04/2012 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2012-01-09 → 2012-04-11
  Modern Capital Advisors, Llc
  Raleigh, NC

Other Businesses

(1) ZIMMERMAN PRIVATE WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2013 ADDRESS: 3111 Camino Del Rio N, Suite 400, San Diego CA 92108, United States DESCRIPTION: DBA ZIMMERMAN PRIVATE WEALTH MANAGEMENT FOR MARKETING PURPOSES. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2020 ADDRESS: 3111 Camino Del Rio N, Suite 400, San Diego CA 92108, United States DESCRIPTION: Selling various insurance products. (3) LE TIP POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2024 ADDRESS: 1065 Camino Del Rio S, San Diego CA 92108, United States DESCRIPTION: President of the networking group. Running the weekly meetings. TORAH HIGH SCHOOL POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2024 ADDRESS: 9001 Towne Centre Dr, San Diego CA 92122, United States DESCRIPTION: Board member of high school.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-28
• S63 Uniform Securities Agent State Law Examination
  1993-12-27