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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2019-11-04 |
| TX | RA | APPROVED_RES | 2019-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Las Cruces | NM | 04/2014 | 10/2019 |
| Wells Fargo Advisors, Llc. | Las Cruces | NM | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Las Cruces | NM | 11/2016 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 10/2019 | Present |
| Bank Of America, N.A. | Albuquerque | NM | 10/2019 | Present |
I*4646296 Entity Type: Entity For Profit Name of OBA: Terese Zimmerman Sole Proprietor Address: Espanola, New Mexico, 87532 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/13/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: This is not an official business, but I will receive compensation for selling small homestead items to friends and family that are prepared from my home. Items include farm fresh eggs and homemade facial creams. I may also set up a stand at the local farmer's market however this is a very small audience and side business for me during non-business hours that will generate very little income. I prepare the items in my home and either trade for other farm goods or sell to friends and family. It is not something that will be advertised or become mass produced.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-17 |
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