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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-02-27 |
| TX | RA | APPROVED | 2020-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lincoln | NE | 01/2007 | 02/2020 |
| Zimmer Financial Services, Inc | Lincoln | NE | 06/1998 | Present |
| Securities America Advisors Inc | Lincoln | NE | 05/2007 | 02/2020 |
| Lpl Financial Llc | Lincoln | NE | 02/2020 | Present |
| Zimmer Insurance Group, Inc.; | Lincoln | NE | 01/2005 | Present |
1. 2/27/20- Zimmer Financial Services - DBA for LPL Business (entity for LPL business)- Inv. Related- Lincoln, NE - 100% 2. 2/27/20- John F. Zimmer Insurance Agency dba Zimmer Insurance Group- Insurance Agency- Inv. Related- Lincoln, NE - start date 10/01/98 - 8/mth- 33 1/3% 3. 2/27/20- Farm- Owner- Non-Inv. Related- Lincoln, NE - start date 9/15/04 - 50% 4. 2/27/20 -Zimmer Building Partners -Real Estate Rental - owner- Inv. Related- Lincoln, NE - start date 9/26/1996- 50% 5. 2/27/2020 - William T. Zimmer Trust - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date: 03/27/2009 - 1 Hour Per Month During Securities Trading - Time Spent 1%. 6. 10/01/2024 - William T Zimmer Trust - Real Estate Rental - Lincoln, NE - Investment Related - Start Date 07/30/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-09 |
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