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Peachtree City, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-14 |
| FL | RA | APPROVED | 2019-05-06 |
| TN | RA | APPROVED | 2019-02-21 |
| GA | RA | APPROVED | 2018-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ceros Financial Services, Inc. | Rockville | MD | 09/2012 | 07/2018 |
| Qm Advisors Llc | Dalton | GA | 06/2018 | Present |
| Capital Research Advisors, Llc | Suwanee | GA | 09/2012 | 07/2018 |
| Kd&D Partners, Llc | Suwanee | GA | 01/2015 | 12/2018 |
| Us 50 Fund | Suwanee | GA | 01/2015 | 12/2018 |
| Qm Alpha Fund, Lp | Peachtree City | GA | 05/2023 | Present |
David Michael Simmons is the owner of Simmons Financial LLC. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. QM Advisors LLC always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of QM Advisors LLC in connection with such individual's activities outside of QM Advisors LLC. David Michael Simmons is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. QM Advisors LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of QM Advisors LLC in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-12 |
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