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James Vincent Grace

Modern Financial Wellness

Portsmouth, NH

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Current Employers
Modern Financial Wellness

36 Maplewood Ave., Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-07
MA RA APPROVED 2025-10-06
NH RA APPROVED 2025-04-21
  • CT RA
    APPROVED
    Since 2025-11-07
  • MA RA
    APPROVED
    Since 2025-10-06
  • NH RA
    APPROVED
    Since 2025-04-21

Branch Locations

36 Maplewood Ave., Portsmouth, NH 03801 • 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
Infinex Investments, Inc Meriden CT 11/2015 01/2018
United Bank Shrewsbury MA 11/2015 01/2018
Modern Financial Wellness, Llc Portsmouth NH 11/2024 Present
Silver Pine Capital, Llc Medfield MA 03/2018 04/2026
  • 11/2015 → 01/2018
    Infinex Investments, Inc
    Meriden, CT
  • 11/2015 → 01/2018
    United Bank
    Shrewsbury, MA
  • 11/2024 → Present
    Modern Financial Wellness, Llc
    Portsmouth, NH
  • 03/2018 → 04/2026
    Silver Pine Capital, Llc
    Medfield, MA
Previous Registrations
  • 2018-03-14 → 2026-04-16
    Silver Pine Capital, Llc
    Portsmouth, NH
  • 2015-12-01 → 2018-01-08
    Osaic Institutions, Inc.
    Shrewsbury, MA
    Shrewsbury, MA
    Meriden, CT
  • 2012-07-12 → 2015-12-21
    Lpl Financial Llc
    Eastford, CT
    Webster, MA
    Putnam, CT
    Danielson, CT
    Woodstock, CT
    Dayville, CT
  • 2010-11-23 → 2012-07-24
    Msi Financial Services, Inc.
    Warwick, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-15
S63 Uniform Securities Agent State Law Examination 2010-02-13
  • S65 Uniform Investment Adviser Law Examination
    2010-10-15
  • S63 Uniform Securities Agent State Law Examination
    2010-02-13
Designations
Other Names
  • Jim Grace
  • James Grace

View on SEC IAPD

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