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

MERIT FINANCIAL ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Sep 5, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 5, 1986

First registration

Sep 19, 2001

Dual registered

yes, broker-dealer

Other names

CURT HEINZ ZIMMERMANN

IAPD individual key

1520383

• Occurred

  Jan 31, 2025
  Advisor changed firm

  Curt Heinz Zimmermann left Zimmermann Investment Management & Planning Llc for Merit Financial Advisors (registered 2024-12-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ecaeaa3c-8334-e406-1ddd-d928e9bea04d

First observed

Sep 19, 2001

Last observed

Sep 14, 2026 5 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.