Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-02 |
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 Services Llc | Wayne | PA | 01/2024 | 07/2024 |
| Clark Construction Group | Mclean | VA | 08/2019 | 12/2023 |
| Unemployed | Chester Springs | PA | 05/2019 | 08/2019 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2015 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 04/2026 |
| Sims Financial Services Llc | Wayne | PA | 07/2024 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Sims Financial Services Llc | Wayne | PA | 04/2026 | Present |
1. Fixed insurance sales; as of 5/06/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
Reach out to this advisor