Inactive

Kathi Lynn Zimmer

Zimmer Financial Planning

Bethel Park, PA

Bethel Park, PA

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Current Employers

Zimmer Financial Planning

Bethel Park, PA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-01-15
PA	RA	APPROVED	2012-07-17
OH	RA	APPROVED	2012-06-28

TX RA
APPROVED

Since 2013-01-15
PA RA
APPROVED

Since 2012-07-17
OH RA
APPROVED

Since 2012-06-28

Branch Locations

Bethel Park, PA • United States

529 Florence Dr, Bethel Park, PA 15102 • 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

Organization	City	State	From	To
Kathi Lynn Zimmer	Bethel Park	PA	06/2012	Present

06/2012 → Present

Kathi Lynn Zimmer

Bethel Park, PA

Previous Registrations

2010-11-30 → 2012-05-10

Lpl Financial Llc

Bridgeville, PA
2010-12-23 → 2012-04-30

Waldron Private Wealth

Bridgeville, PA
2006-07-28 → 2010-12-09

Goldman Sachs Wealth Services, L.P.

Canonsburg, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-26

S66 Uniform Combined State Law Examination

2006-07-26

Designations

Other Names

Kathi Lynn Gleason
Kathi Lynn Waddell

View on SEC IAPD

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