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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-27 |
| MA | RA | APPROVED | 2003-12-05 |
Branch Locations
East Walpole, MA • United States
One Technology Drive Suite 100, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimes & Company, Inc. | Westborough | MA | 11/2003 | Present |
| Self | Westborough | MA | 09/1991 | Present |
| Newedge Securities, Llc | Westborough | MA | 09/2009 | 09/2025 |
1) WALPOLE COOPERATIVE BANK~NON INVESTMENT RELATED~MAIN ST, WALPOLE, MA 02081~BOARD OF DIRECTORS MEMBER~MAY 2009 2) Laura Grimes Beneficiary Trust fbo Kate Grimes*Walpole Ma*Trustee for sister's Trust*Yes Invest*Beneficiary Trust*1/1/14*Carry out terms of Trust*0 Hrs/1 non trade 3) Laura Grimes Beneficiary Trust fbo Tim Grimes*East Walpole, Ma*Yes Invest*Trustee to brother's Trust*Beneficiary Trust*1/1/14*Carry out terms of Trust*0 Hrs/1 non trade 4) Laura Grimes Beneficiary Trust fbo Thomas Grimes* Yes Invest*East Walpole, Ma*Trustee*Beneficiary Trust*1/1/14*Carry out terms of the Trust*0 Hrs/1 non trade 5) ILIT Trustee*Yes Invest*Westboro, Ma*My brother Tim Grimes ILIT Trustee*1/1/14*Trustee of Trust*0 Hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-19 |
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