Caroline Julia Zimmer is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with ANGELES WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ANGELES WEALTH MANAGEMENT, LLC | 2025-06-18 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2024-01-24 | 2024-03-15 | — |