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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-11-02 |
| MA | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED_RES | 2022-01-13 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
Cumberland, RI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Investment Managers | Boston | MA | 06/2010 | 12/2021 |
| Grimes & Company, Inc. | Westborough | MA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-11 |
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