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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Kimberly | WI | 04/2022 | 01/2023 |
| Securities America, Inc. | Kimberly | WI | 01/2023 | 06/2024 |
| Multicolor Corp | Neenah | WI | 06/2019 | 04/2022 |
| Student | Appleton | WI | 09/2006 | Present |
| Osaic Wealth, Inc. | Kimberly | WI | 06/2024 | Present |
ZIMMER FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: DBA for financial advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 09/23/2024 ADDRESS: 717 Eisenhower Drive, Appleton WI 54136, United States DESCRIPTION: Financial advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-25 |
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