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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 | 2012-11-01 |
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 |
| Sima Retirement Solutions, Llc | Richmond | VA | 03/2017 | 09/2021 |
| Sima Accounting Group, Llc | Richmond | VA | 03/2012 | 09/2021 |
| Sima Retirement Solutions, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Wealth Partners, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Accounting Group, Llc | North Chesterfield | VA | 09/2021 | 07/2026 |
| Sima Wealth Partners, Llc | Richmond | VA | 07/2026 | Present |
| Sima Retirement Solutions, Llc | Richmond | VA | 07/2026 | Present |
| Sima Accounting Group, Llc | Richmond | VA | 07/2026 | Present |
SIMA FINANCIAL GROUP - RICHMOND, VA - FINANCIAL SERVICES FIRM PROVIDING CORPORATE AND INDIVIDUAL TAX AND ACCOUNTING SERVICES, TRUST AND ESTATE ADMINISTRATION AND PAYROLL SERVICES AND EMPLOYEE BENEFITS - SUPPORT ASSISTANT - 02/2005 - 10 HOURS/ MONTH - TAX RETURN PREPARATION, TAX RETURN PROJECTIONS, YEAR-END PLANNNING, BOOKKEEPING, AND ASSIST WITH MARKETING. SIMA ACCOUNTING GROUP LLC - NORTH CHESTERFIELD, VA - CERTIFIED PUBLIC ACCOUNTING FIRM TO INDIVIDUALS AND BUSINESS CLIENTS - ACCOUNTANT - 03/2012 - 10% OF TIME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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