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1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-04-07 |
Branch Locations
1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sima Wealth Partners, Llc | Richmond | VA | 01/2012 | 09/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2013 | 12/2016 |
| Sima Retirement Solutions, Llc | Richmond | VA | 05/2016 | 09/2021 |
| Sima Accounting Group, Llc | Richmond | VA | 03/2012 | 09/2021 |
| Sima Payroll Solutions, Llc | Richmond | VA | 03/2012 | 09/2021 |
| Sima Benefits Consulting Group, Llc | Richmond | VA | 02/2012 | 09/2021 |
| Sima Retirement Solutions, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Retirement Solutions, Llc | Richmond | VA | 03/2017 | 09/2021 |
| Sima Retirement Solutions, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Accounting Group, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Wealth Partners, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Payroll Solutions, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Benefits Consulting Group, Llc | North Chesterfield | VA | 09/2021 | 06/2026 |
| Sima Accounting Group, Llc | Richmond | VA | 07/2026 | Present |
| Sima Payroll Solutions, Llc | Richmond | VA | 07/2026 | Present |
| Sima Wealth Partners, Llc | Richmond | VA | 07/2026 | Present |
| Sima Retirement Solutions, Llc | Richmond | VA | 07/2026 | Present |
1. 12/22/2009 - CPA/BOOKKEEPER/TAX PREPARER - MARK A. JONES & ASSOC., PC - MANAGING PARTNER - CPA FIRM - 15% OF TIME. 2. 9/28/2011: REAL ESTATE RENTAL - O'KEITH REALITY, LLC - ONE RENTAL HOUSE, NOT ANY ADVISORS. - TIME SPENT: 0% - RICHMOND, VA. 3. 9/30/2011: REAL ESTATE RENTAL - QUEENS WAY REALITY, LLC - ONE RENTAL HOUSE - TIME SPENT: 0% - RICHMOND, VA. 4. 10/6/2011: REAL ESTATE RENTAL - MAJGAK REALITY, LLC - ONE HOUSE RENTAL - TIME SPENT 0% - RICHMOND, VA. 5. 3/9/2012: TAX PREP/ACCOUNTING/BOOKKEEPING SIMA ACCOUNTING GROUP, LLC - HEAD CPA, MANAGING PARTNER - TIME SPENT 25%. 6. 3/9/2012: OTHER-PAYROLL - SIMA PAYROLL SOLUTIONS, LLC - OWNER: PAYROLL PROCESSING. 7. 4/3/2012: OTHER-HOLDING COMPANY - SIMA FINANCIAL GROUP, INC. - HOLDING COMPANY FOR AFFILIATES. - RICHMOND, VA. 8. 9/25/2012: ACT IN A FIDUCIARY CAPACITY - SIMA FIDUCIARY SERVICES, LLC - AUDREY C. EAGLES EXEMPT TRUST 4/24/2008: AUDREY EAGLES WAS A CLIENT OF MARK A. JONES & ASSOCIATES, PC. THE ACCOUNTING FIRM WAS NAMES AS TRUSTEE PRIOR TO LPL BUYOUT OF MSC AND WAS APPROVED BY LPL WHEN MOVED OVER IN 2009. - TIME SPENT 1%. 9. 9/25/2012: ACT IN A FIDUCIARY CAPACITY - SIMA FIDUCIARY SERVICES, LLC - AUDREY C. EAGLES IRREVOCABLE TRUST DTD 5/30/2002: AUDREY EAGLES WAS A CLIENT OF MARK A. JONES & ASSOCIATES, PC. THE ACCOUNTING FIRM WAS NAMES AS TRUSTEE PRIOR TO LPL BUYOUT OF MSC AND WAS APPROVED BY LPL WHEN MOVED OVER IN 2009. - TIME SPENT 1%. 10. 9/25/2012: ACT IN A FIDUCIARY CAPACITY - SIMA FIDUCIARY SERVICES, LLC - ROBERT P. EAGLES, JR. EXEMPT FAMILY TRUST DTD 6/23/2010. 11. 12/27/2012: SIMA WEALTH PARTNERS, LLC / REGISTERED INVESTMENT ADVISOR / TIME SPENT 70%/ RICHMOND, VA 12. SIMA Retirement Solutions, LLC, / REGISTERED INVESTMENT ADVISOR / Managing Member, 05/2016 to Present; Chief Compliance Officer and Investment Adviser Representative, 03/2017 to Present. 10% of time 13. ARMS SOFTWARE, LLC. OPI. 11/2011. PRIVATE ENTITY. 14. NEXGRID, LLC. OPI. 05/2010. PRIVATE ENTITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-19 |
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