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Corey A Grimes

Turning Point Financial

Frederick, MD

CRD 8010228

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Employer firm

Turning Point Financial CRD 301282

$339M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Turning Point Financial

153 W Patrick Street, Frederick, MD 21701 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-04
  • MD RA
    APPROVED
    Since 2026-02-04

Branch Locations

153 W Patrick Street, Frederick, MD 21701 • 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
Carmax Frederick MD 12/2013 07/2024
Turning Point Financial Frederick MD 07/2024 02/2026
Turning Point Financial Frederick MD 02/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-03
  • S65 Uniform Investment Adviser Law Examination
    2026-02-03
Other Names
  • Corey A Grimes

View on SEC IAPD

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