This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BEAIRD HARRIS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 19, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Nov 19, 1998

First registration

Jan 22, 2007

Dual registered

no

Other names

JIMMY ZIMMERMAN|JAMES EDWARD ZIMMERMAN

IAPD individual key

3136109

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c91df49-e440-abf4-2bf5-1acc2a0b9ab7

First observed

Jan 22, 2007

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.