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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-30 |
Branch Locations
125 Strafford Avenue Suite 305, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks | Plymouth Meeting | PA | 08/2013 | 05/2019 |
| Health Insurance Solutions | Shwenksville | PA | 06/2019 | 03/2020 |
| Sims Financial Services | Wayne | PA | 03/2020 | Present |
Driver, DoorDash, Located in Conshohocken, PA, as of 10/16/2022; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-26 |
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