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Inactive

Karen Patricia Kelly

Grimes & Company

Venice, FL

Westborough, MA

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Current Employers
Grimes & Company

One Technology Drive Suite 100, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-28
TX RA APPROVED 2021-01-27
  • FL RA
    APPROVED
    Since 2026-01-28
  • TX RA
    APPROVED
    Since 2021-01-27

Branch Locations

Venice, FL • United States

One Technology Drive Suite 100, Westborough, MA 01581 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Karen Kelly Consulting Llc Boxborough MA 12/2003 12/2025
Connect Events Group Boxborough MA 12/2013 07/2019
Financial Navigators Inc. Littleton MA 07/2019 11/2019
Grimes & Company, Inc. Westborough MA 01/2021 Present
  • 12/2003 → 12/2025
    Karen Kelly Consulting Llc
    Boxborough, MA
  • 12/2013 → 07/2019
    Connect Events Group
    Boxborough, MA
  • 07/2019 → 11/2019
    Financial Navigators Inc.
    Littleton, MA
  • 01/2021 → Present
    Grimes & Company, Inc.
    Westborough, MA
Previous Registrations
  • 2019-07-30 → 2019-11-19
    Financial Navigators Inc.
    Littleton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-12
  • S65 Uniform Investment Adviser Law Examination
    2019-06-12
Designations

View on SEC IAPD

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