Theresa Ann Zimmerman

Current Employers

Employment History

• 08/2010 → 10/2017
  Victoria's Secret
  Spokane Valley, WA
• 06/2017 → 03/2025
  Centaurus Financial, Inc.
  Anaheim, CA
• 03/2025 → Present
  Osaic Wealth, Inc
  Coeur D Alene, ID

Previous Registrations

• 2017-10-23 → 2025-03-07
  Centaurus Financial, Inc.
  Coeur D' Alene, ID
  Hayden, ID

Other Businesses

1. STAR FINANCIAL WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/26/2025 ADDRESS: 1110 W Park Place, Suite 224, Cour d'Alene ID 83818, United States DESCRIPTION: Insurance sales and service for various carriers. Marketing DBA for financial services business. 2. COEUR D'ALENE LAKESHORE PROPERTY OWNERS ASSOCIATION POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2021 ADDRESS: 3665 Booth Park Road, Coeur d'Alene ID 83814, United States DESCRIPTION: Protect the interest of lake property owners, protect water rights, communicate on issues between government and property owners. 3. NORTH IDAHO COLLEGE BOARD OF TRUSTEES POSITION: Trustee NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 12/05/2022 ADDRESS: 1000 W Garden Ave, Coeur d'Alene ID 83814, United States DESCRIPTION: Monthly meetings, approve budget, hire President of College. 4. 3RD ADDITION TO KIB LOTS HOA POSITION: Secretary NATURE: non profit homeowners association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 4550 S Westway Drive, Coeur d Alene ID 83814, United States DESCRIPTION: meeting minutes, attend quarterly and annual meetings 5. CO-SUCCESSOR TRUSTEE FOR JACK RAMSEY POSITION: Co-successor trustee NATURE: Co-successor trustee for my father, Jack Ramsey. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2025 ADDRESS: 4413 S Westway Drive, Coeur d Alen ID 83814, United States DESCRIPTION: Managing his bills. 6. PACIFIC NORTHWEST WEALTH MANAGEMENT LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2025 ADDRESS: 1110 S Park Place, Suite 224, Coeur d Alene ID 83814, United States DESCRIPTION: This is a business account that I move commissions and fees after they are paid into. I pay my office expenses through this account.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-12

Other Names

• Theresa Ann Ramsey
• Tarie Ann Ramsey
• Tarie Ann Zimmerman