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.

Current firm

GRIMES & COMPANY

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

First registration

Feb 15, 2022

Dual registered

no

Other names

Tom Dunlap

IAPD individual key

7501314

• Occurred

  Aug 20, 2025
  Advisor changed firm

  Thomas Vincent Dunlap left Harmony Wealth Partners for Grimes & Company (registered 2025-07-07)

  Form ADVobserved 6 days ago
• Occurred

  Aug 13, 2024
  Advisor changed firm

  Thomas Vincent Dunlap left Clarendon Private Llc for Harmony Wealth Partners (registered 2024-09-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ed888217-b816-7977-975e-0cefc81a4d9e

First observed

Feb 15, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.