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Geoffrey Mitchell Zimmerman

Integrated Advisors Network LLC

Walnut Creek, CA

Dallas, TX

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Current Employers
Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-12-17
  • CA RA
    APPROVED
    Since 2018-12-17

Branch Locations

2950 Buskirk Ave Suite 300, Walnut Creek, CA 94597 • United States

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mosaic Financial Partners, Inc. San Francisco CA 04/2007 12/2018
Integrated Advisors Network, Llc Palos Verdes Estates CA 12/2018 Present
Previous Registrations
  • 2007-08-02 → 2018-10-19
    Mosaic Financial Partners, Inc.
    Walnut Creek, CA
    San Francisco, CA
  • 2005-04-18 → 2007-04-04
    Wells Fargo Investments, Llc
    San Francisco, CA
    San Francisco, CA
  • 1997-07-08 → 2005-02-23
    Charles Schwab & Co., Inc.
    CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-18
S63 Uniform Securities Agent State Law Examination 1994-01-21
  • S66 Uniform Combined State Law Examination
    2003-06-18
  • S63 Uniform Securities Agent State Law Examination
    1994-01-21
Designations

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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