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TZ

Thomas E. Zimmerman

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CRD#: 1785424
TZ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Earl Zimmerman, who also goes by Thomas Zimmerman, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1988. Thomas had worked at 9 firms and has passed the Series 63, Series 65, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Zimmerman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 12, 2010 - December 31, 2011

REGENT CAPITAL GROUP, INC.

BD
CRD#: 126881
WESTLAKE VILLAGE, CA
Past

February 2, 2009 - February 1, 2010

NEXT GENERATION EQUITY RESEARCH LLC

BD
CRD#: 130754
CHICAGO, IL
Past

December 16, 2005 - May 5, 2006

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
CHICAGO, IL
Past

December 19, 2003 - June 9, 2005

ABN AMRO CLEARING USA LLC

BD
CRD#: 14020
CHICAGO, IL
Past

July 19, 2002 - December 17, 2003

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

August 30, 2000 - April 24, 2001

SBK-BROOKS INVESTMENT CORP.

BD
CRD#: 35851
CLEVELAND, OH
Past

February 23, 1999 - March 14, 2000

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL
Past

October 14, 1997 - April 20, 1998

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

June 22, 1988 - October 21, 1989

WCI SECURITIES, LTD.

BD
CRD#: 21370

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/23/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/21/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RC
REGENT CAPITAL GROUP, INC.
REGENT CAPITAL GROUP, INC.

CRD#: 126881 / SEC#: , 8-65923

BD
Terminated by SEC on 08/20/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 02/20/2003
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UCCIFERRI, LOUIEPRESIDENT AND CCO1156956
MROZ, STANLEY JOHN JRFINOP3192574

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REGENT CAPITAL GROUP, INC.

CRD#: 126881

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