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CURT HEINZ ZIMMERMANN
CRD#: 1520383
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 502 Bridge St
New Cumberland, PA 17070
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 502 Bridge Street
New Cumberland, PA 17070
Registration History
19901995200020052010201520202025IAMERIT FINANCIAL ADVISORS (CRD# 142457)2024 - Present (<1 year)IAZIMMERMANN INVESTMENT MANAGEME... (CRD# 297516)2018 - Present (6 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2020 - Present (5 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)1988 - 2000 (11 years)BESCALATOR SECURITIES, INC. (CRD# 16985)1988 - 1988 (<1 year)BINTEGRATED RESOURCES EQUITY CO... (CRD# 6403)1987 - 1988 (1 year)BROBINSON & ROBINSON, INC. (CRD# 3199)1986 - 1987 (<1 year)IAPROFESSIONAL FINANCIAL ADVISOR... (CRD# 119910)2001 - 2019 (18 years)
License(s)

State Registrations

B
Delaware 1/8/2020

IA
Pennsylvania 11/28/2018

B
Florida 1/8/2020

B
Pennsylvania 1/8/2020

B
Maryland 1/8/2020

B
South Carolina 1/8/2020

B
New Jersey 1/8/2020

IA
Texas 10/1/2021

B
New York 1/8/2020

IA
Texas 12/20/2024

B
North Carolina 1/8/2020

B
Virginia 1/8/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
502 Bridge St, New Cumberland, PA 17070
Registered with this firm since 12/20/2024

IA
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (CRD#:297516)
502 BRIDGE STREET, NEW CUMBERLAND, PA 17070
Registered with this firm since 11/28/2018

B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
502 Bridge Street, New Cumberland, PA 17070
Registered with this firm since 1/8/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
B
07/27/2001 - 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
11/23/1988 - 04/04/2000 1717 CAPITAL MANAGEMENT COMPANY (CRD#:4082) NEWARK, DE
B
06/01/1988 - 10/24/1988 ESCALATOR SECURITIES, INC. (CRD#:16985)
FINRA expelled the firm on 12/31/1997
B
01/21/1987 - 06/21/1988 INTEGRATED RESOURCES EQUITY CORPORATION (CRD#:6403)
B
08/21/1986 - 01/28/1987 ROBINSON & ROBINSON, INC. (CRD#:3199)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.