Best Investors Account Sign in
Inactive

Caroline Julia Zimmer

Angeles Wealth Management, LLC

Santa Monica, CA

Claim This Profile
Current Employers
Angeles Wealth Management, Llc

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-18
  • CA RA
    APPROVED
    Since 2025-06-18

Branch Locations

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • 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
Raymond James & Associates Inc. Beverly Hills CA 08/2023 03/2024
University Of Southern California Los Angeles CA 08/2019 05/2023
N/A Chicago IL 05/2023 08/2023
Saint Francis College Prep Wheaton CA 08/2015 05/2019
Prairie View Orthodontics Aurora IL 05/2019 08/2019
Angeles Wealth Management, Llc Santa Monica CA 04/2024 Present
  • 08/2023 → 03/2024
    Raymond James & Associates Inc.
    Beverly Hills, CA
  • 08/2019 → 05/2023
    University Of Southern California
    Los Angeles, CA
  • 05/2023 → 08/2023
    N/A
    Chicago, IL
  • 08/2015 → 05/2019
    Saint Francis College Prep
    Wheaton, CA
  • 05/2019 → 08/2019
    Prairie View Orthodontics
    Aurora, IL
  • 04/2024 → Present
    Angeles Wealth Management, Llc
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-22
  • S66 Uniform Combined State Law Examination
    2024-01-22

View on SEC IAPD

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor