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3322 Erie Ave. Suite 200, Cincinnati, OH 45208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-27 |
Branch Locations
3322 Erie Ave. Suite 200, Cincinnati, OH 45208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sims Investment Management Llc | Cincinnati | OH | 07/2025 | Present |
| Family Financial Partners | Lexington | KY | 08/2023 | 05/2025 |
| University Of Kentucky | Lexington | KY | 08/2021 | 05/2025 |
| Westerville Golf Center | Westerville | OH | 05/2023 | 08/2023 |
| University Of Kentucky | Lexington | KY | 08/2022 | 05/2023 |
| New Albany Country Club | New Albany | OH | 05/2022 | 08/2022 |
| I9 Sports | Columbus | OH | 06/2019 | 08/2021 |
| Westerville Central High School | Westerville | OH | 08/2017 | 05/2021 |
| Westerville Area Resource Ministry | Westerville | OH | 06/2019 | 08/2019 |
| Westerville Area Resource Ministry | Westerville | OH | 06/2020 | 08/2020 |
| Westerville Area Resource Ministry | Westerville | OH | 06/2021 | 08/2021 |
| Student | Westerville | OH | 01/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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