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Robert Linwood Grimm

Boden Wealth

Lemoyne, PA

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Current Employers
Boden Wealth

1027 Mumma Road, Lemoyne, PA 17043 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-29
PA RA APPROVED 2026-04-27
  • TX RA
    APPROVED_RES
    Since 2026-04-29
  • PA RA
    APPROVED
    Since 2026-04-27

Branch Locations

1027 Mumma Road, Lemoyne, PA 17043 • 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
Kestra Financial, Inc. Camp Hill PA 02/2018 04/2026
Woodbury Financial Svs Sioux Falls SD 02/2001 02/2018
Ni Acquisitions Company, Llc, Doing Business As Boden Wealth Leymone PA 04/2026 Present
  • 02/2018 → 04/2026
    Kestra Financial, Inc.
    Camp Hill, PA
  • 02/2001 → 02/2018
    Woodbury Financial Svs
    Sioux Falls, SD
  • 04/2026 → Present
    Ni Acquisitions Company, Llc, Doing Business As Boden Wealth
    Leymone, PA
Previous Registrations
Other Businesses

Business Name: WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2024 ADDRESS: 1027 Mumma Rd, Lemoyne PA 17043 DESCRIPTION: Determine need and recommend proper product

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-22
S63 Uniform Securities Agent State Law Examination 1987-09-02
  • S65 Uniform Investment Adviser Law Examination
    2018-08-22
  • S63 Uniform Securities Agent State Law Examination
    1987-09-02
Other Names
  • Bob Grimm

View on SEC IAPD

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