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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Kimberly | WI | 06/2023 | 06/2024 |
| Novus Home Mortgage | Waukesha | WI | 07/2022 | 01/2023 |
| Inlanta Mortgage | Pewaukee | WI | 07/2019 | 06/2022 |
| Community First Credit Union | Appleton | WI | 06/2013 | 07/2019 |
| Securities America, Inc. | Appleton | WI | 01/2023 | 06/2023 |
| Securities America Advisors | Kimberly | WI | 10/2023 | 06/2024 |
| Osaic Wealth, Inc. | Kimberly | WI | 06/2024 | Present |
ZIMMER FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: Employment INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 142 START DATE: 01/18/2023 ADDRESS: 717 Eisenhower Dr, Kimberly WI 54136 DESCRIPTION: Financial Advisory Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
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