SIMA RETIREMENT SOLUTIONS, LLC
CRD #286030 SEC #801-131493 NORTH CHESTERFIELD, VA 804-285-5700
SEC Registered
Total AUM
--
Discretionary
--
Employees
7
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, MARK, ALLEN | I | MANAGING MEMBER/CCO | NA | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER/CCO | NA | Control |
| SIMA FINANCIAL GROUP, INC. | DE | OWNER | E | Control |
| SIMA FINANCIAL GROUP, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JONES, MARK, ALLEN | I | SIMA FINANCIAL GROUP, INC. | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
VA
Address
720 MOOREFIELD PARK DRIVESUITE 140
NORTH CHESTERFIELD, VA 23235
United States
Phone: 804-285-5700