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1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-30 |
Branch Locations
1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collegiate High School | Richmond | VA | 08/2013 | 06/2017 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2017 | 06/2021 |
| Arms Software, Llc | North Chesterfield | VA | 06/2021 | 04/2023 |
| Teamworks, Llc | North Chesterfield | VA | 04/2023 | 12/2023 |
| Sima Financial Group, Inc. | North Chesterfield | VA | 12/2023 | 07/2024 |
| Sima Wealth Partners, Llc | North Chesterfield | VA | 08/2024 | 07/2026 |
| Sima Retirement Solutions, Llc | North Chesterfield | VA | 08/2024 | 07/2026 |
| Sima Retirement Solutions, Llc | Richmond | VA | 07/2026 | Present |
| Sima Wealth Partners, Llc | Richmond | VA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
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