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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1997-04-23 |
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 |
|---|---|---|---|---|
| Paul Revere Company | Worcester | MA | 06/1981 | Present |
| Federal Kemper Life | Hartford | CT | 05/1987 | Present |
| First Colony Life | Hartford | CT | 06/1997 | Present |
| Grimes & Company, Inc. | Westborough | MA | 11/1999 | Present |
| Newedge Securities, Llc | Westborough | MA | 09/2009 | 09/2025 |
1) TRUSTEE~INVESTMENT RELATED~BOSTON, MA~MAY 2017~1HR PER MONTH~0HRS PER MONTH DURING MARKET~REPRESENTATIVE IS TRUSTEE FOR FAMILY TRUST 2) Carolyn F Grimes 2012 Trust*Yes Invest*Boston, MA*Trust*12/12/12*Trustee*Manage the trust assets as defined by the rules of the trust*1 Hr trade/1 non trade 3) Laura Grimes Trust FBO Thomas Grimes*Yes Invest*Walpole, MA*Trust*12/27/06*Manage the trust assets as defined by the rules of the trust*1 Hr Trade/1 Non trade 4) Laura Grimes Trust FBO Timothy Grimes* Yes Invest*Boston, MA*Trust*12/27/06*Manage the trust assets as defined by the rules of the trust*1 Hr Trade/1 Non trade 5) Laura Grimes Trust FBO Kathleen Grimes*Yes Invest*Belmont, MA*Trust*12/27/06*Manage the trust assets as defined by the rules of the trust*1 Hr Trade/1 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-21 |
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