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Advisor at GRIMES & COMPANY
NEEDHAM, MA | WESTBOROUGH, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GRIMES & COMPANY | Independent wealth | Dec 14, 2017 | n/a | yes | WESTBOROUGH, MA|NEEDHAM, MA | Current employment |
| RWA WEALTH PARTNERS | Independent wealth | Feb 6, 2017 | Dec 15, 2017 | no | Needham, MA|BOSTON, MA | Previous registration |
| BRAVER WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 14, 2016 | Feb 21, 2017 | no | NEEDHAM, MA | Previous registration |
| LMCG INVESTMENTS, LLC | Mixed wealth | Jul 22, 2009 | Feb 3, 2016 | no | BOSTON, MA | Previous registration |
| MUNDER LEE INVESTMENTS LTD | n/a | May 28, 2008 | Aug 13, 2009 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RWA WEALTH PARTNERS | GRIMES & COMPANY | Dec 15, 2017 | Dec 14, 2017 | -1 | Firm change | Other |
| BRAVER WEALTH MANAGEMENT, LLC | RWA WEALTH PARTNERS | Feb 21, 2017 | Feb 6, 2017 | -15 | Firm change | Other |
| LMCG INVESTMENTS, LLC | BRAVER WEALTH MANAGEMENT, LLC | Feb 3, 2016 | Oct 14, 2016 | 254 | Firm change | Other |
| MUNDER LEE INVESTMENTS LTD | LMCG INVESTMENTS, LLC | Aug 13, 2009 | Jul 22, 2009 | -22 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104747:156984:MA:2017-02-21 | Feb 21, 2017 | Feb 6, 2017 | NEEDHAM, MA | Firm change |