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1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-17 |
Branch Locations
1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Richmond | VA | 10/2016 | 11/2021 |
| Suntrust Advisory Services Llc | Richmond | VA | 11/2016 | 11/2021 |
| Trust Company Of Virginia | Richmond | VA | 01/2008 | 10/2016 |
| Sima Retirement Solutions, Llc | North Chesterfield | VA | 11/2021 | 07/2026 |
| Sima Wealth Partners, Llc | North Chesterfield | VA | 11/2021 | 07/2026 |
| Sima Retirement Solutions, Llc | Richmond | VA | 07/2026 | Present |
| Sima Wealth Partners, Llc | Richmond | VA | 07/2026 | Present |
1.) SIMA Retirement Solutions, LLC; Investment Related; Richmond, VA; RIA; Investment Adviser Representative; Start Date 11/2021; Approximately 5% of time 2.) SIMA Wealth Partners, LLC; Investment Related; Richmond, VA; RIA; Investment Adviser Representative; Start Date 11/2021; Approximately 95% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-14 |
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