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2150 Post Road Suite 301, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-18 |
| NJ | RA | APPROVED | 2023-06-14 |
| MD | RA | APPROVED | 2022-05-19 |
| NY | RA | APPROVED | 2022-05-19 |
| NC | RA | APPROVED | 2021-07-20 |
| FL | RA | APPROVED | 2020-02-21 |
Branch Locations
Port St. Luci, FL • United States
2150 Post Road Suite 301, Fairfield, CT 06824 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Palm Beach Gardens | FL | 06/2014 | 01/2020 |
| Herbert J. Sims | Boca Raton | FL | 01/2020 | Present |
| Herbert J. Sims Capital Management | Boca Raton | FL | 01/2020 | Present |
Rebecca Beckett is an investment adviser representative of HJ Sims Capital Management ("HJSCM"), a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. HJSCM primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Ms. Beckett began her association with HJSCM in January 2020 and devotes approximately 50% of her time to HJSCM; however, Ms. Beckett's primary business is providing brokerage services through the broker-dealer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
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