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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-01 |
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 | 08/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
1. SIMS FINANCIAL SERVICES LLC. FIXED INSURANCE SALES. INVESTMENT RELATED, AT BRANCH LOCATION. 2. CERTIFIED DIVORCE SPECIALISTS, LLC, SOLE MEMBER/OWNER OF ENTITY ESTABLISHED TO FACILITATE DIVORCE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-14 |
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