Adelaide Leslie Grimm

Current Employers

Employment History

• 06/2015 → 05/2018
  Bank Of America, N.A.
  Marysville, WA
• 06/2015 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marysville, WA
• 05/2018 → 05/2020
  Mcilrath & Eck, Llc
  Arlington, WA
• 06/2020 → 05/2022
  Independent Financial Group
  Marysville, WA
• 05/2022 → Present
  Morgan Stanley
  Seattle, WA
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-06-08 → 2022-05-16
  Independent Financial Group, Llc
  Stanwood, WA
  Marysville, WA
  Stanwood, WA
• 2018-08-07 → 2020-06-08
  Mcilrath & Eck, Llc
  Arlington, WA
• 2015-06-12 → 2018-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marysville, WA
  Bellevue, WA
  Marysville, WA
  Everett, WA
  Marysville, WA
• 2012-12-20 → 2014-03-17
  Lpl Financial Llc
  Bellevue, WA
• 2013-03-28 → 2014-02-28
  Boone Wealth Advisors, Llc
  Bellevue, WA
• 2009-10-23 → 2010-12-31
  Kms Financial Services, Inc.
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Edmonds, WA
• 2008-08-27 → 2009-03-23
  Lnw
  Seattle, WA
• 2006-06-01 → 2008-05-22
  Ameriprise Financial Services, Llc
  Mill Creek, WA
  Mill Creek, WA
• 2005-01-07 → 2005-04-06
  Ameriprise Financial Services, Llc
  Bellevue, WA

Other Businesses

(1) RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 16330 11th avenue NE, Arlington WA 98223, United States DESCRIPTION: Rental property (2) FRANCISCO BUILDING COMPANY POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2020 ADDRESS: 16330 11th Ave NE, Arlington WA 98223, United States DESCRIPTION: Future business name for rental property (5) RENTAL SHEBOYGAN, WI POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2021 ADDRESS: 16330 11th Ave NE, Arlington WA 98223, United States DESCRIPTION: Rental property * 501759 - Rental - 2952 Berman St. Las Vegas, NV 89169; Investment related No; Edmonds, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2019; During business hours: 0; After business hours: 1; Property Management *616861- Four Cedars Farm and Ranch, LLC; Investment related: Yes; Edmonds, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 8; Property Management

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-02
• S66 Uniform Combined State Law Examination
  2005-01-06

Other Names

• Adelaide Leslie Zein
• Adelaide Leslie Shinkle
• Adelaide Leslie El Zein