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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-27 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimes & Company, Inc. | Westborough | MA | 01/2023 | Present |
| Ep Wealth Advisors | Torrance | CA | 08/2022 | 12/2022 |
| Fortis Management Group Llc | Waltham | MA | 03/2005 | 10/2022 |
John T Donahue Trust & Louise G. E Donahue Trust; not investment-related; 15 Rockwood Lane, Upton, MA 01568; trust; Trustee; started 08/2022; approximately 1 hour per month, zero hours during securities trading hours; trust administration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-25 |
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