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Thomas Vincent Dunlap

Grimes & Company

Westborough, MA

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Current Employers
Grimes & Company

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-09
TX RA APPROVED 2025-07-07
  • MA RA
    APPROVED
    Since 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-07

Branch Locations

One Technology Drive Suite 100, Westborough, MA 01581 • 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
Clarendon Private Llc Boston MA 01/2022 07/2024
Loomis, Sayles & Company L.P. Boston MA 11/2011 01/2022
Harmony Wealth Partners Llc Boston MA 07/2024 Present
Grimes & Company Westborough MA 07/2025 Present
  • 01/2022 → 07/2024
    Clarendon Private Llc
    Boston, MA
  • 11/2011 → 01/2022
    Loomis, Sayles & Company L.P.
    Boston, MA
  • 07/2024 → Present
    Harmony Wealth Partners Llc
    Boston, MA
  • 07/2025 → Present
    Grimes & Company
    Westborough, MA
Previous Registrations
  • 2024-09-24 → 2025-08-20
    Harmony Wealth Partners
    Boston, MA
  • 2022-02-15 → 2024-08-13
    Clarendon Private Llc
    Boston, MA
Designations
Other Names
  • Tom Dunlap

View on SEC IAPD

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ADAM ROBERT JACOBS
KEVIN TIMOTHY GRIMES

Other Offices

MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
EAGLE STRATEGIES LLC · WESTBOROUGH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA
CADENCE WEALTH MANAGEMENT LLC · WESTBOROUGH, MA

More in Westborough, MA

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