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Current Employers
Zimmerman Wealth Management, Llc

500 Davis Street Suite 1005, Evanston, IL 60201 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-03-29
LA RA APPROVED 2021-03-29
  • IL RA
    APPROVED
    Since 2021-03-29
  • LA RA
    APPROVED
    Since 2021-03-29

Branch Locations

New Orleans, LA • United States

500 Davis Street Suite 1005, Evanston, IL 60201 • 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
Zimmerman Wealth Management, Llc Evanston IL 11/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28
Designations
Other Names
  • Mona Edwards

View on SEC IAPD

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