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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-09 |
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 |
|---|---|---|---|---|
| Street Diligence | New York | NY | 11/2019 | 07/2021 |
| Rubicon | New York | NY | 08/2021 | 04/2024 |
| Sims Financial Services | Wayne | PA | 04/2024 | 01/2025 |
| Unemplyed | New York | NY | 06/2019 | 10/2019 |
| Student | New York | NY | 05/2014 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Sims Financial Services Llc | Wayne | PA | 01/2025 | Present |
1. Head Coach, Malvern Prep Water Polo; Located at 418 South Warren Ave, Malvern, PA 19355, as of 02/03/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; Located in Wayne, PA 19087, as of 03/03/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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