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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-08 |
| MA | RA | APPROVED | 2002-12-09 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimes & Company | Westborough | MA | 10/2002 | Present |
| Newedge Securities, Llc | Westborough | MA | 09/2009 | 09/2025 |
1) NEW ENGLAND BOTANICAL GARDEN AT TOWER HILL; NOT INVESTMENT-RELATED; BOYLSTON, MA; NON PROFIT BOTANICAL GARDEN; ASSISTANT TREASURER; STARTED 07/2023; APPROXIMATELY 6 HOURS PER MONTH, 2 HOURS DURING SECURITIES TRADING HOURS; ATTEND MEETINGS, HELP CREATE BUDGET, ETC. I WILL ALSO BE ADDED TO BANK ACCOUNT AT WEBSTER FIVE AS A SIGNER AND TO INVESTMENT ACCOUNT AT CHARLES SCHWAB AS A SIGNER. I WOULD ONLY NEED TO SIGN IF NONE OF THEY OTHER SIGNERS ARE AVAILABLE. THE CEO IS OUR FIRST SIGNER, THEN THE CFOO, THEN IT WOULD BE THE BOARD PRESIDENT, TREASURER AND THEN ME. 2) MCNULTY WOMEN'S INSTITUTE FOR WOMEN'S LEADERSHIP; NOT INVESTMENT-RELATED; 800 LANCASTER AVE, VILLANOVA, PA 19085 (TOLENTINE HALL, SUITE 203); STEERING COMMITTEE MEMBER; STARTED 09/2022; APPROXIMATELY 4 HOURS PER MONTH. 3) WORCESTER ART MUSEUM; INVESTMENT-RELATED; 55 SALISBURY ST, WORCESTER, MA 01609; INVESTMENT COMMITTEE MEMBER; STARTED 01/2014; APPROXIMATELY 1 HOUR PER MONTH. 4) GRIMES WEALTH PROTECTION GROUP; NOT INVESTMENT-RELATED; ONE TECHNOLOGY DRIVE, SUITE 100, WESTBOROUGH, MA 01581; INSURANCE AGENCY; AGENT; STARTED 11/2025; APPROXIMATELY 5 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; PROVIDE INSURANCE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-10 |
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