Best Investors
Account
Sign in
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 | 2014-07-15 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
Auburn, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimes & Company, Inc. | Westborough | MA | 07/2014 | Present |
1) Financial Planning Association of MA; not investment-related; Grafton, MA; Member; started 01/2014; approximately 1 hour per month. 2) St Joseph's Abbey; investment-related; 167 N Spencer Rd, Spencer, MA 01562; Investment Committee Member; started 01/2014; approximately 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-14 |
Reach out to this advisor