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1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-25 |
Branch Locations
1912 E Broad Street, Richmond, VA 23223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middle/High School | Standardsville | VA | 01/2013 | 08/2018 |
| Panera Bread | Barboursville | VA | 11/2017 | 08/2018 |
| Waseda University | Tokyo | 08/2018 | 01/2022 | |
| Kids Duo | Tokyo | 01/2019 | 01/2020 | |
| Trader Joe's | Charlottesville | VA | 11/2020 | 02/2023 |
| Jp Morgan & Chase | Charlottesville | VA | 05/2022 | 05/2023 |
| Sima Financial Group, Inc. | North Chesterfield | VA | 05/2023 | 07/2026 |
| Sima Wealth Partners, Llc | North Chesterfield | VA | 11/2023 | 07/2026 |
| Sima Retirement Solutions Llc | North Chesterfield | VA | 01/2024 | 07/2026 |
| Sima Retirement Solutions Llc | Richmond | VA | 07/2026 | Present |
| Sima Financial Group, Inc. | Richmond | VA | 07/2026 | Present |
| Sima Wealth Partners, Llc | Richmond | VA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
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