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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| PA | RA | APPROVED | 2014-10-01 |
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 |
|---|---|---|---|---|
| Sims Financial Llc | Wayne | PA | 10/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
1. Fixed insurance sales; as of 2014, 1% of time spent during business hours conducted at branch; investment related. 2. Co-Owner, Sims Financial Services, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2014; 10% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-16 |
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