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DAVID LEE ENGLEHART
CRD#: 1403903
IA
Investment Adviser
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Previous Broker
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLCCRD#: 297516 502 BRIDGE STREET
NEW CUMBERLAND, PA 17070
Registration History
198519901995200020052010201520202025IAZIMMERMANN INVESTMENT MANAGEME... (CRD# 297516)2019 - Present (5 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2020 - 2024 (4 years)BPFA SECURITY ASSET MANAGEMENT,... (CRD# 101161)2001 - 2020 (18 years)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2000 - 2001 (1 year)B1717 CAPITAL MANAGEMENT COMPANY (CRD# 4082)1985 - 2000 (14 years)IAPROFESSIONAL FINANCIAL ADVISOR... (CRD# 119910)2001 - 2019 (18 years)
License(s)

State Registrations

IA
Pennsylvania 4/10/2019

Current Registration(s)
IA
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (CRD#:297516)
502 BRIDGE STREET, NEW CUMBERLAND, PA 17070
Registered with this firm since 4/10/2019

Previous Registration(s)
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01/08/2020 - 12/31/2024 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) New Cumberland, PA
B
07/18/2001 - 06/01/2020 PFA SECURITY ASSET MANAGEMENT, INC. (CRD#:101161) CAMP HILL, PA
IA
09/19/2001 - 11/22/2019 PROFESSIONAL FINANCIAL ADVISORS, INC. (CRD#:119910) CAMP HILL, PA
B
03/31/2000 - 08/06/2001 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) FAIRFIELD, IA
B
09/09/1985 - 04/04/2000 1717 CAPITAL MANAGEMENT COMPANY (CRD#:4082) NEWARK, DE
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Broker
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Investment Adviser
Disclosures
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