Best Investors Account Sign in
Inactive

Patrick Dominic Melvin

Grimes & Company

Wayne, PA

Westborough, MA

Devon, PA

Claim This Profile
Current Employers
Grimes & Company

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-24
TX RA APPROVED 2026-03-24
  • PA RA
    APPROVED
    Since 2026-03-24
  • TX RA
    APPROVED
    Since 2026-03-24

Branch Locations

Wayne, PA • United States

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

204 Old Lancaster Rd Floor 2, Devon, PA 19333 • 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
Modera Wealth Management, Llc Wayne PA 10/2015 02/2022
The Vanguard Group, Inc. Malvern PA 03/2022 12/2022
Brighton Jones Philadelphia PA 01/2023 03/2026
Grimes & Company Devon PA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-18
S65 Uniform Investment Adviser Law Examination 2010-04-20
  • S63 Uniform Securities Agent State Law Examination
    2022-04-18
  • S65 Uniform Investment Adviser Law Examination
    2010-04-20
Designations
Other Names
  • Patrick D Melvin
  • Patrick Dominic Melvin
  • Pat Melvin
  • Patrick Melvin

View on SEC IAPD

More in Wayne, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor